-99.6%
FNUC vs VOO
+73.5%
-173.0%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.3% | -2.3% | -2.5% |
| 7D | -0.7% | -0.9% | +0.2% | +0.9% |
| 30D | -33.2% | -2.3% | -30.9% | -30.8% |
| 3M | -61.9% | -1.2% | -60.8% | -61.2% |
| 6M | -65.5% | +3.3% | -68.8% | -66.2% |
| YTD | -76.4% | +12.3% | -88.7% | -78.6% |
| 1Y | -80.0% | +12.5% | -92.5% | -81.7% |
| 3Y | -91.8% | +79.2% | -171.0% | -96.0% |
| All | -99.6% | +73.5% | -173.0% | -99.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling