-56.8%
FATN vs VOO
+48.7%
-105.5%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | +0.1% |
| 7D | -4.4% | -0.8% | -3.7% | -4.1% |
| 30D | -17.6% | -1.1% | -16.5% | -17.2% |
| 3M | -11.9% | +3.9% | -15.8% | -13.0% |
| 6M | +195.3% | +13.6% | +181.6% | +185.2% |
| YTD | +177.7% | +12.7% | +165.0% | +167.7% |
| 1Y | -11.7% | +17.6% | -29.2% | -12.8% |
| All | -56.8% | +48.7% | -105.5% | -26.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling