-49.6%
FINX vs VOO
+74.6%
-124.1%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.3% | -2.5% | -2.3% |
| 7D | -1.1% | +3.3% | -4.3% | -5.8% |
| 30D | -4.0% | -2.7% | -1.3% | -0.1% |
| 3M | -8.0% | -1.7% | -6.2% | -5.4% |
| 6M | -6.0% | +3.1% | -9.1% | -10.2% |
| YTD | -18.5% | +11.9% | -30.5% | -31.0% |
| 1Y | -24.6% | +12.1% | -36.7% | -36.2% |
| 3Y | +22.3% | +78.6% | -56.3% | -49.0% |
| 5Y | -49.6% | +73.8% | -123.4% | -77.2% |
| All | -49.6% | +74.6% | -124.1% | -77.2% |
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