+22.1%
VOO vs FIG
-74.1%
+96.2%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.3% | +2.8% | -0.4% |
| 7D | -0.4% | -14.5% | +14.1% | 0.0% |
| 30D | -1.4% | -13.3% | +11.9% | -1.1% |
| 3M | +3.7% | +7.4% | -3.7% | +3.3% |
| 6M | +13.0% | -27.8% | +40.8% | +13.8% |
| YTD | +12.4% | -41.1% | +53.5% | +13.7% |
| 1Y | +18.6% | -58.7% | +77.3% | +21.0% |
| All | +22.1% | -74.1% | +96.2% | +24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FIG.
Daily Out/Under-Performance
Portfolio return minus FIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIG 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 FIG 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