+55.4%
FNCL vs VOO
+74.6%
-19.2%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.5% |
| 7D | +0.9% | +3.3% | -2.3% | -1.9% |
| 30D | +5.6% | -2.7% | +8.3% | +8.1% |
| 3M | -0.3% | -1.7% | +1.5% | +1.1% |
| 6M | +12.4% | +3.1% | +9.3% | +8.8% |
| YTD | +6.8% | +11.9% | -5.1% | -4.2% |
| 1Y | +9.6% | +12.1% | -2.5% | -1.9% |
| 3Y | +81.7% | +78.6% | +3.1% | +4.5% |
| 5Y | +55.4% | +73.8% | -18.4% | -9.1% |
| All | +55.4% | +74.6% | -19.2% | -9.1% |
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