+743.6%
FN vs VOO
+309.9%
+433.6%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +0.3% | +11.4% | +11.3% |
| 7D | 0.0% | -2.7% | +2.7% | +4.2% |
| 30D | -34.3% | -5.4% | -28.9% | -28.6% |
| 3M | -39.9% | -4.1% | -35.8% | -35.6% |
| 6M | -51.8% | +0.7% | -52.6% | -51.0% |
| YTD | -28.1% | +8.7% | -36.9% | -32.8% |
| 1Y | -29.1% | +11.0% | -40.0% | -34.7% |
| 3Y | +102.4% | +75.5% | +27.0% | +16.6% |
| 5Y | +171.7% | +68.4% | +103.3% | +64.2% |
| All | +743.6% | +309.9% | +433.6% | +95.0% |
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