+203.6%
FNDF vs VOO
+316.2%
-112.6%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.5% |
| 7D | +1.6% | +0.1% | +1.5% | +1.5% |
| 30D | +3.1% | +0.1% | +3.0% | +3.0% |
| 3M | +3.5% | +2.0% | +1.5% | +1.9% |
| 6M | +12.6% | +13.0% | -0.4% | +2.4% |
| YTD | +25.3% | +13.6% | +11.7% | +13.4% |
| 1Y | +38.8% | +20.1% | +18.7% | +20.2% |
| 3Y | +92.2% | +77.6% | +14.6% | +20.8% |
| 5Y | +98.3% | +82.4% | +15.8% | +20.8% |
| All | +203.6% | +316.2% | -112.6% | -9.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling