-60.8%
FINV vs VOO
+241.5%
-302.3%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.7% |
| 7D | +0.3% | -0.8% | +1.1% | +0.9% |
| 30D | -25.1% | -1.1% | -24.0% | -24.4% |
| 3M | -31.3% | +3.9% | -35.2% | -33.7% |
| 6M | -32.3% | +13.6% | -45.9% | -39.5% |
| YTD | -30.9% | +12.7% | -43.6% | -37.7% |
| 1Y | -53.1% | +17.6% | -70.7% | -59.2% |
| 3Y | -22.3% | +77.3% | -99.6% | -53.9% |
| 5Y | -28.9% | +84.1% | -113.0% | -59.3% |
| All | -60.8% | +241.5% | -302.3% | -87.5% |
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 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