+198.8%
FNDF vs VOO
+311.2%
-112.4%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | 0.0% |
| 7D | +0.9% | +3.3% | -2.3% | -1.6% |
| 30D | 0.0% | -2.7% | +2.7% | +2.1% |
| 3M | -3.0% | -1.7% | -1.3% | -1.7% |
| 6M | +2.1% | +3.1% | -1.0% | -0.4% |
| YTD | +19.6% | +11.9% | +7.6% | +9.4% |
| 1Y | +23.2% | +12.1% | +11.2% | +12.7% |
| 3Y | +88.9% | +78.6% | +10.3% | +18.3% |
| 5Y | +88.9% | +73.8% | +15.1% | +19.8% |
| All | +198.8% | +311.2% | -112.4% | -10.9% |
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