+1,974.9%
FN vs VOO
+775.2%
+1,199.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.2% | -4.4% | -9.9% | -8.4% |
| 7D | -16.0% | -4.7% | -11.3% | -9.8% |
| 30D | -40.1% | -5.9% | -34.2% | -34.4% |
| 3M | -43.9% | -4.5% | -39.4% | -39.5% |
| 6M | -55.6% | +1.9% | -57.5% | -55.5% |
| YTD | -35.7% | +8.4% | -44.1% | -39.7% |
| 1Y | -39.8% | +9.5% | -49.3% | -43.8% |
| 3Y | +80.3% | +75.3% | +5.0% | -0.2% |
| 5Y | +143.3% | +67.9% | +75.4% | +42.3% |
| 10Y | +682.3% | +314.4% | +367.9% | +43.7% |
| All | +1,974.9% | +775.2% | +1,199.6% | +31.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling