+47.3%
FDNI vs VOO
+209.4%
-162.1%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.1% |
| 7D | -5.5% | -0.8% | -4.7% | -4.8% |
| 30D | -8.5% | -1.1% | -7.5% | -7.6% |
| 3M | -2.5% | +3.9% | -6.3% | -5.8% |
| 6M | -10.2% | +13.6% | -23.8% | -19.8% |
| YTD | -22.8% | +12.7% | -35.5% | -30.5% |
| 1Y | -29.1% | +17.6% | -46.7% | -38.5% |
| 3Y | +21.9% | +77.3% | -55.4% | -25.8% |
| 5Y | -38.1% | +84.1% | -122.2% | -63.1% |
| All | +47.3% | +209.4% | -162.1% | -34.5% |
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