+147.6%
FNF vs VOO
+321.7%
-174.1%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.7% |
| 7D | -7.0% | -2.0% | -5.1% | -5.4% |
| 30D | -7.6% | -1.7% | -5.9% | -6.2% |
| 3M | -6.7% | +4.7% | -11.4% | -10.5% |
| 6M | -7.2% | +12.6% | -19.7% | -16.6% |
| YTD | -17.7% | +11.8% | -29.5% | -25.7% |
| 1Y | -20.3% | +17.5% | -37.8% | -31.3% |
| 3Y | +19.2% | +77.0% | -57.8% | -29.8% |
| 5Y | +24.7% | +82.6% | -57.9% | -28.9% |
| All | +147.6% | +321.7% | -174.1% | -29.9% |
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