+19.8%
FINS vs VOO
+208.8%
-189.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | -0.8% | +0.1% | -0.9% | -0.8% |
| 30D | +1.7% | +0.1% | +1.7% | +1.7% |
| 3M | +1.1% | +2.0% | -0.9% | +0.3% |
| 6M | +2.1% | +13.0% | -11.0% | -2.8% |
| YTD | +2.4% | +13.6% | -11.1% | -2.7% |
| 1Y | +6.1% | +20.1% | -14.0% | -1.5% |
| 3Y | +44.4% | +77.6% | -33.2% | +12.4% |
| 5Y | +12.3% | +82.4% | -70.1% | -14.6% |
| All | +19.8% | +208.8% | -189.0% | -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 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