-44.9%
FINV vs VOO
+72.6%
-117.4%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.4% | +5.2% | +5.1% |
| 7D | -3.1% | +2.6% | -5.6% | -4.9% |
| 30D | -5.3% | -2.0% | -3.3% | -3.9% |
| 3M | -37.1% | -2.8% | -34.3% | -35.8% |
| 6M | -44.0% | +2.2% | -46.2% | -45.1% |
| YTD | -42.1% | +11.5% | -53.6% | -46.8% |
| 1Y | -49.7% | +13.5% | -63.1% | -54.4% |
| 3Y | -32.5% | +78.1% | -110.6% | -57.9% |
| All | -44.9% | +72.6% | -117.4% | -63.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling