+32.6%
FNGU vs VOO
+26.9%
+5.7%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.7% | +2.1% |
| 7D | -0.5% | -0.4% | -0.2% | +1.1% |
| 30D | -4.7% | -1.4% | -3.3% | +1.3% |
| 3M | +18.7% | +3.7% | +15.0% | +6.6% |
| 6M | +55.9% | +13.0% | +42.9% | +4.2% |
| YTD | +27.2% | +12.4% | +14.8% | -12.0% |
| 1Y | +14.0% | +18.6% | -4.6% | -34.2% |
| All | +32.6% | +26.9% | +5.7% | -31.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling