+154.7%
FNK vs VOO
+317.9%
-163.2%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.3% | -0.5% | -0.5% |
| 7D | -0.4% | +0.1% | -0.5% | -0.7% |
| 30D | +7.5% | -3.3% | +10.8% | +11.0% |
| 3M | +1.3% | -2.4% | +3.7% | +3.4% |
| 6M | +10.0% | +2.6% | +7.4% | +6.3% |
| YTD | +17.6% | +11.3% | +6.4% | +4.3% |
| 1Y | +22.8% | +13.4% | +9.3% | +6.6% |
| 3Y | +58.8% | +80.3% | -21.5% | -15.7% |
| 5Y | +47.5% | +72.7% | -25.2% | -18.1% |
| 10Y | +154.7% | +310.0% | -155.3% | -41.4% |
| All | +154.7% | +317.9% | -163.2% | -41.4% |
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