+298.4%
FNK vs VOO
+644.1%
-345.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.3% | +0.3% |
| 7D | +0.7% | -0.6% | +1.3% | +1.2% |
| 30D | +7.4% | -3.6% | +11.1% | +11.2% |
| 3M | +1.1% | -2.7% | +3.8% | +3.6% |
| 6M | +9.9% | +2.2% | +7.7% | +6.7% |
| YTD | +17.6% | +10.9% | +6.7% | +4.8% |
| 1Y | +22.4% | +11.3% | +11.1% | +8.7% |
| 3Y | +57.2% | +76.9% | -19.7% | -13.4% |
| 5Y | +47.9% | +73.5% | -25.7% | -16.9% |
| 10Y | +148.8% | +307.7% | -158.8% | -39.5% |
| All | +298.4% | +644.1% | -345.7% | -42.9% |
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