+14.5%
FINW vs VOO
+72.2%
-57.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +0.9% | +0.8% |
| 7D | +6.5% | +2.6% | +3.9% | +5.0% |
| 30D | +35.7% | -2.0% | +37.6% | +37.0% |
| 3M | +5.0% | -2.8% | +7.7% | +6.4% |
| 6M | +12.0% | +2.2% | +9.8% | +10.0% |
| YTD | -18.8% | +11.5% | -30.3% | -24.4% |
| 1Y | -21.0% | +13.5% | -34.5% | -27.4% |
| 3Y | +41.5% | +78.1% | -36.6% | +3.0% |
| All | +14.5% | +72.2% | -57.8% | -17.4% |
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