+3.3%
FENC vs VOO
+256.6%
-253.3%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.0% |
| 7D | +1.0% | +0.1% | +0.9% | +0.9% |
| 30D | +17.8% | +0.1% | +17.7% | +17.7% |
| 3M | +35.3% | +2.0% | +33.2% | +33.1% |
| 6M | +51.1% | +13.0% | +38.1% | +37.9% |
| YTD | +60.9% | +13.6% | +47.3% | +46.3% |
| 1Y | +35.0% | +20.1% | +14.9% | +17.6% |
| 3Y | +48.0% | +77.6% | -29.5% | -3.1% |
| 5Y | +56.0% | +82.4% | -26.4% | -1.9% |
| All | +3.3% | +256.6% | -253.3% | -57.7% |
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