+55.8%
FDNI vs VOO
+211.8%
-155.9%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +1.0% |
| 7D | -2.4% | +0.1% | -2.5% | -2.5% |
| 30D | -4.3% | +0.1% | -4.3% | -4.3% |
| 3M | -0.6% | +2.0% | -2.6% | -2.4% |
| 6M | -2.8% | +13.0% | -15.9% | -12.9% |
| YTD | -18.3% | +13.6% | -31.9% | -27.0% |
| 1Y | -20.8% | +20.1% | -40.9% | -32.5% |
| 3Y | +23.7% | +77.6% | -53.9% | -24.8% |
| 5Y | -35.4% | +82.4% | -117.8% | -61.4% |
| All | +55.8% | +211.8% | -155.9% | -31.1% |
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