-23.3%
FWRG vs VOO
+78.5%
-101.7%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.2% | +2.3% |
| 7D | +2.5% | +2.6% | -0.1% | -0.2% |
| 30D | +11.4% | -2.0% | +13.4% | +13.7% |
| 3M | +1.6% | -2.8% | +4.4% | +4.6% |
| 6M | +22.3% | +2.2% | +20.1% | +18.1% |
| YTD | -12.6% | +11.5% | -24.1% | -24.2% |
| 1Y | -21.5% | +13.5% | -35.0% | -33.4% |
| 3Y | -23.3% | +78.1% | -101.4% | -64.3% |
| All | -23.3% | +78.5% | -101.7% | -64.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling