-38.7%
FWRG vs VOO
+89.1%
-127.8%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.4% | -0.6% |
| 7D | +0.4% | -0.9% | +1.4% | +1.5% |
| 30D | +20.4% | -2.3% | +22.8% | +23.5% |
| 3M | +15.1% | -1.2% | +16.3% | +16.3% |
| 6M | +16.1% | +3.3% | +12.8% | +10.8% |
| YTD | -10.1% | +12.3% | -22.4% | -22.1% |
| 1Y | -22.1% | +12.5% | -34.6% | -32.6% |
| 3Y | -19.9% | +79.2% | -99.1% | -59.2% |
| 5Y | -30.2% | +75.7% | -105.9% | -62.8% |
| All | -38.7% | +89.1% | -127.8% | -67.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling