+156.4%
FNK vs VOO
+315.3%
-158.9%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.4% | -0.4% |
| 7D | -1.8% | -0.4% | -1.4% | -1.4% |
| 30D | -1.1% | -1.4% | +0.3% | +0.3% |
| 3M | +5.3% | +3.7% | +1.6% | +1.1% |
| 6M | +11.2% | +13.0% | -1.9% | -2.7% |
| YTD | +15.0% | +12.4% | +2.6% | +1.2% |
| 1Y | +15.7% | +18.6% | -2.9% | -3.8% |
| 3Y | +45.9% | +78.1% | -32.2% | -21.2% |
| 5Y | +53.3% | +82.3% | -28.9% | -19.3% |
| 10Y | +156.4% | +322.5% | -166.2% | -42.6% |
| All | +156.4% | +315.3% | -158.9% | -42.6% |
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