+8.0%
FDN vs VOO
+72.0%
-64.0%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.3% | +0.7% | -0.2% |
| 7D | +2.1% | +0.1% | +2.0% | +1.9% |
| 30D | -10.9% | -3.3% | -7.6% | -6.5% |
| 3M | -7.2% | -2.4% | -4.8% | -3.9% |
| 6M | +0.4% | +2.6% | -2.2% | -3.0% |
| YTD | -0.2% | +11.3% | -11.5% | -13.9% |
| 1Y | -1.4% | +13.4% | -14.9% | -17.2% |
| 3Y | +69.6% | +80.3% | -10.7% | -27.6% |
| 5Y | +8.0% | +72.7% | -64.7% | -49.3% |
| All | +8.0% | +72.0% | -64.0% | -49.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling