+906.2%
FN vs VOO
+316.2%
+590.0%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.4% | +3.5% | +3.6% |
| 7D | -1.7% | +0.1% | -1.8% | -1.9% |
| 30D | -22.0% | +0.1% | -22.0% | -21.9% |
| 3M | -43.0% | +2.0% | -45.0% | -43.8% |
| 6M | -27.7% | +13.0% | -40.8% | -36.9% |
| YTD | -10.5% | +13.6% | -24.1% | -22.0% |
| 1Y | +12.5% | +20.1% | -7.6% | -7.4% |
| 3Y | +153.8% | +77.6% | +76.2% | +40.6% |
| 5Y | +288.0% | +82.4% | +205.6% | +109.6% |
| All | +906.2% | +316.2% | +590.0% | +87.3% |
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