+86.3%
FINX vs VOO
+316.9%
-230.6%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.1% |
| 7D | -7.5% | -2.0% | -5.6% | -5.1% |
| 30D | -0.9% | -1.7% | +0.7% | +1.4% |
| 3M | +10.8% | +4.7% | +6.1% | +4.5% |
| 6M | +3.6% | +12.6% | -9.0% | -10.7% |
| YTD | -12.1% | +11.8% | -23.9% | -23.3% |
| 1Y | -22.3% | +17.5% | -39.9% | -36.2% |
| 3Y | +22.4% | +77.0% | -54.5% | -39.4% |
| 5Y | -45.6% | +82.6% | -128.2% | -73.1% |
| All | +86.3% | +316.9% | -230.6% | -60.9% |
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