+297.8%
FNK vs VOO
+662.1%
-364.2%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.3% |
| 7D | +0.5% | +0.1% | +0.4% | +0.4% |
| 30D | +1.1% | +0.1% | +1.1% | +1.0% |
| 3M | +8.6% | +2.0% | +6.6% | +6.0% |
| 6M | +10.3% | +13.0% | -2.8% | -3.2% |
| YTD | +17.4% | +13.6% | +3.8% | +2.5% |
| 1Y | +16.7% | +20.1% | -3.4% | -3.9% |
| 3Y | +43.1% | +77.6% | -34.4% | -21.2% |
| 5Y | +53.8% | +82.4% | -28.7% | -17.7% |
| 10Y | +155.2% | +316.8% | -161.6% | -39.1% |
| All | +297.8% | +662.1% | -364.2% | -44.1% |
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