+87.9%
VOO vs FGI
-69.8%
+157.7%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.9% | -2.4% | -0.6% |
| 7D | +0.5% | +5.2% | -4.6% | +0.5% |
| 30D | -0.9% | +65.2% | -66.1% | -2.0% |
| 3M | +3.9% | +30.2% | -26.3% | +2.9% |
| 6M | +14.5% | +87.8% | -73.3% | +12.1% |
| YTD | +13.0% | +32.5% | -19.5% | +11.1% |
| 1Y | +19.4% | +93.6% | -74.2% | +15.8% |
| 3Y | +78.9% | -2.6% | +81.4% | +75.1% |
| All | +87.9% | -69.8% | +157.7% | +88.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded FGI 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling