+3.7%
FENC vs VOO
+254.6%
-250.9%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.0% | +0.9% |
| 7D | +3.5% | +0.5% | +3.0% | +3.1% |
| 30D | +7.6% | -0.9% | +8.5% | +8.3% |
| 3M | +39.9% | +3.9% | +36.0% | +35.5% |
| 6M | +61.7% | +14.5% | +47.1% | +46.1% |
| YTD | +61.7% | +13.0% | +48.7% | +47.7% |
| 1Y | +38.0% | +19.4% | +18.6% | +20.8% |
| 3Y | +51.8% | +78.9% | -27.0% | -1.2% |
| 5Y | +58.0% | +82.3% | -24.3% | -0.6% |
| All | +3.7% | +254.6% | -250.9% | -57.3% |
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