-45.5%
FWRG vs VOO
+91.2%
-136.7%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.4% | +3.4% | +3.4% |
| 7D | -3.7% | +0.1% | -3.8% | -3.8% |
| 30D | -6.3% | +0.1% | -6.4% | -6.4% |
| 3M | +17.7% | +2.0% | +15.7% | +14.6% |
| 6M | +0.8% | +13.0% | -12.3% | -12.9% |
| YTD | -20.1% | +13.6% | -33.7% | -31.5% |
| 1Y | -35.4% | +20.1% | -55.5% | -48.1% |
| 3Y | -36.8% | +77.6% | -114.4% | -67.4% |
| All | -45.5% | +91.2% | -136.7% | -71.7% |
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