+241.5%
FDN vs VOO
+306.9%
-65.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | +0.1% | +0.1% |
| 7D | +0.6% | -0.6% | +1.1% | +1.3% |
| 30D | -11.1% | -3.6% | -7.5% | -7.0% |
| 3M | -8.6% | -2.7% | -5.9% | -5.4% |
| 6M | +0.1% | +2.2% | -2.2% | -2.3% |
| YTD | -0.5% | +10.9% | -11.4% | -11.8% |
| 1Y | -3.4% | +11.3% | -14.7% | -14.7% |
| 3Y | +66.4% | +76.9% | -10.5% | -14.5% |
| 5Y | +10.3% | +73.5% | -63.2% | -40.5% |
| 10Y | +241.5% | +307.7% | -66.2% | -31.3% |
| All | +241.5% | +306.9% | -65.4% | -31.3% |
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