-63.3%
FND vs VOO
+80.3%
-143.7%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -0.5% |
| 7D | -5.1% | -2.0% | -3.1% | -2.0% |
| 30D | -22.5% | -1.7% | -20.9% | -20.4% |
| 3M | -5.0% | +4.7% | -9.7% | -11.4% |
| 6M | -21.5% | +12.6% | -34.1% | -34.4% |
| YTD | -23.0% | +11.8% | -34.8% | -34.9% |
| 1Y | -44.9% | +17.5% | -62.4% | -56.9% |
| 3Y | -50.0% | +77.0% | -127.0% | -80.3% |
| 5Y | -63.3% | +82.6% | -145.9% | -85.6% |
| All | -63.3% | +80.3% | -143.7% | -85.6% |
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 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