+118.1%
FN vs VOO
+79.7%
+38.4%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.3% | +4.6% | +2.9% |
| 7D | +8.0% | -0.9% | +8.9% | +11.7% |
| 30D | -19.1% | -2.3% | -16.8% | -13.1% |
| 3M | -29.8% | -1.2% | -28.7% | -26.3% |
| 6M | -43.2% | +3.3% | -46.5% | -45.0% |
| YTD | -18.9% | +12.3% | -31.3% | -33.3% |
| 1Y | -17.9% | +12.5% | -30.4% | -31.9% |
| All | +118.1% | +79.7% | +38.4% | -22.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling