+197.0%
FNDF vs VOO
+309.2%
-112.2%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.3% | -0.4% |
| 7D | +0.1% | -0.6% | +0.7% | +0.5% |
| 30D | +0.1% | -3.6% | +3.7% | +3.0% |
| 3M | -2.3% | -2.7% | +0.4% | -0.2% |
| 6M | +1.3% | +2.2% | -1.0% | -0.5% |
| YTD | +19.4% | +10.9% | +8.5% | +10.1% |
| 1Y | +24.8% | +11.3% | +13.5% | +14.7% |
| 3Y | +88.6% | +76.9% | +11.7% | +19.0% |
| 5Y | +89.8% | +73.5% | +16.3% | +20.5% |
| All | +197.0% | +309.2% | -112.2% | -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