+397.3%
FNDB vs VOO
+470.1%
-72.8%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | -0.1% | -0.1% |
| 7D | -0.8% | -0.4% | -0.5% | -0.5% |
| 30D | -0.7% | -1.4% | +0.6% | +0.5% |
| 3M | +4.7% | +3.7% | +1.0% | +1.1% |
| 6M | +14.6% | +13.0% | +1.6% | +2.2% |
| YTD | +19.2% | +12.4% | +6.8% | +6.8% |
| 1Y | +26.3% | +18.6% | +7.7% | +7.6% |
| 3Y | +74.6% | +78.1% | -3.5% | +1.4% |
| 5Y | +88.2% | +82.3% | +6.0% | +6.3% |
| 10Y | +279.4% | +322.5% | -43.1% | -3.3% |
| All | +397.3% | +470.1% | -72.8% | -5.0% |
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