-60.9%
FINV vs VOO
+244.1%
-305.1%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.4% | +3.1% | +3.1% |
| 7D | -0.3% | +0.1% | -0.4% | -0.4% |
| 30D | -30.7% | +0.1% | -30.7% | -30.7% |
| 3M | -33.7% | +2.0% | -35.7% | -35.0% |
| 6M | -33.4% | +13.0% | -46.4% | -40.2% |
| YTD | -31.1% | +13.6% | -44.7% | -38.3% |
| 1Y | -53.7% | +20.1% | -73.7% | -60.4% |
| 3Y | -23.3% | +77.6% | -100.9% | -54.5% |
| 5Y | -29.4% | +82.4% | -111.9% | -59.2% |
| All | -60.9% | +244.1% | -305.1% | -87.6% |
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