+327.9%
FNCL vs VOO
+448.3%
-120.4%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.3% |
| 7D | +0.1% | +0.1% | 0.0% | 0.0% |
| 30D | +0.1% | +0.1% | 0.0% | 0.0% |
| 3M | +11.9% | +2.0% | +9.9% | +9.3% |
| 6M | +13.9% | +13.0% | +0.8% | -0.2% |
| YTD | +7.5% | +13.6% | -6.1% | -6.3% |
| 1Y | +9.5% | +20.1% | -10.6% | -10.0% |
| 3Y | +78.8% | +77.6% | +1.2% | -3.3% |
| 5Y | +67.1% | +82.4% | -15.4% | -12.6% |
| 10Y | +243.0% | +316.8% | -73.9% | -25.4% |
| All | +327.9% | +448.3% | -120.4% | -29.6% |
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