-35.3%
FWRG vs VOO
+72.6%
-107.9%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.2% | +2.3% |
| 7D | +2.5% | +2.6% | -0.1% | -0.3% |
| 30D | +11.4% | -2.0% | +13.4% | +13.8% |
| 3M | +1.6% | -2.8% | +4.4% | +4.6% |
| 6M | +22.3% | +2.2% | +20.1% | +18.3% |
| YTD | -12.6% | +11.5% | -24.1% | -23.7% |
| 1Y | -21.5% | +13.5% | -35.0% | -32.8% |
| 3Y | -23.3% | +78.1% | -101.4% | -60.9% |
| All | -35.3% | +72.6% | -107.9% | -64.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling