-32.5%
FINV vs VOO
+78.5%
-110.9%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.4% | +5.2% | +5.0% |
| 7D | -3.1% | +2.6% | -5.6% | -4.6% |
| 30D | -5.3% | -2.0% | -3.3% | -4.2% |
| 3M | -37.1% | -2.8% | -34.3% | -36.0% |
| 6M | -44.0% | +2.2% | -46.2% | -44.9% |
| YTD | -42.1% | +11.5% | -53.6% | -45.9% |
| 1Y | -49.7% | +13.5% | -63.1% | -53.5% |
| 3Y | -32.5% | +78.1% | -110.6% | -52.1% |
| All | -32.5% | +78.5% | -110.9% | -52.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling