+25.0%
FNF vs VOO
+81.6%
-56.6%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | 0.0% |
| 7D | -3.7% | -0.4% | -3.3% | -3.4% |
| 30D | -7.3% | -1.4% | -5.9% | -6.3% |
| 3M | -5.7% | +3.7% | -9.4% | -8.5% |
| 6M | -8.1% | +13.0% | -21.1% | -16.9% |
| YTD | -16.7% | +12.4% | -29.2% | -24.5% |
| 1Y | -20.0% | +18.6% | -38.6% | -30.8% |
| 3Y | +20.6% | +78.1% | -57.4% | -28.0% |
| 5Y | +25.0% | +82.3% | -57.3% | -28.1% |
| All | +25.0% | +81.6% | -56.6% | -28.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling