-28.9%
FDNI vs VOO
+12.1%
-41.0%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.5% |
| 7D | -4.3% | +2.6% | -6.9% | -6.8% |
| 30D | -3.7% | -2.0% | -1.7% | -1.9% |
| 3M | -11.1% | -2.8% | -8.3% | -8.5% |
| 6M | -10.0% | +2.2% | -12.2% | -12.9% |
| YTD | -25.0% | +11.5% | -36.6% | -35.4% |
| 1Y | -28.9% | +13.5% | -42.4% | -39.9% |
| All | -28.9% | +12.1% | -41.0% | -39.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling