-56.9%
FATN vs VOO
+48.3%
-105.2%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.7% | -1.0% |
| 7D | -5.0% | -0.4% | -4.6% | -4.8% |
| 30D | -13.6% | -1.4% | -12.3% | -13.1% |
| 3M | -9.6% | +3.7% | -13.3% | -10.6% |
| 6M | +229.7% | +13.0% | +216.7% | +218.8% |
| YTD | +177.5% | +12.4% | +165.0% | +167.7% |
| 1Y | -9.6% | +18.6% | -28.2% | -9.6% |
| All | -56.9% | +48.3% | -105.2% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling