+318.9%
FNCL vs VOO
+424.9%
-106.0%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.9% |
| 7D | +0.9% | -2.7% | +3.6% | +3.7% |
| 30D | +5.9% | -5.4% | +11.2% | +11.9% |
| 3M | -1.6% | -4.1% | +2.5% | +2.5% |
| 6M | +9.8% | +0.7% | +9.1% | +8.4% |
| YTD | +5.2% | +8.7% | -3.5% | -4.2% |
| 1Y | +10.6% | +11.0% | -0.3% | -1.4% |
| 3Y | +79.7% | +75.5% | +4.3% | -1.9% |
| 5Y | +53.3% | +68.4% | -15.1% | -12.8% |
| 10Y | +242.5% | +315.7% | -73.2% | -25.4% |
| All | +318.9% | +424.9% | -106.0% | -28.0% |
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