-56.4%
FATN vs VOO
+49.0%
-105.4%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.6% | -2.9% | -3.2% |
| 7D | -7.8% | +0.5% | -8.3% | -8.0% |
| 30D | -11.0% | -0.9% | -10.1% | -10.6% |
| 3M | -6.9% | +3.9% | -10.8% | -8.1% |
| 6M | +213.3% | +14.5% | +198.7% | +202.4% |
| YTD | +180.7% | +13.0% | +167.7% | +170.3% |
| 1Y | -8.0% | +19.4% | -27.5% | -8.0% |
| All | -56.4% | +49.0% | -105.4% | -26.0% |
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