+32.6%
FNGU vs VOO
+27.2%
+5.4%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.8% | +1.3% | -1.3% |
| 7D | -2.7% | -0.8% | -1.9% | +0.5% |
| 30D | -0.2% | -1.1% | +0.9% | +4.8% |
| 3M | +19.3% | +3.9% | +15.4% | +5.9% |
| 6M | +57.3% | +13.6% | +43.7% | +3.0% |
| YTD | +27.2% | +12.7% | +14.5% | -12.8% |
| 1Y | +13.2% | +17.6% | -4.3% | -32.4% |
| All | +32.6% | +27.2% | +5.4% | -31.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling