+304.3%
FNV vs VOO
+325.3%
-21.0%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.2% | +1.7% |
| 7D | +0.1% | -0.8% | +0.9% | +0.4% |
| 30D | +12.9% | -1.1% | +14.0% | +13.4% |
| 3M | +28.2% | +3.9% | +24.3% | +26.5% |
| 6M | +0.7% | +13.6% | -13.0% | -3.5% |
| YTD | +29.0% | +12.7% | +16.3% | +24.1% |
| 1Y | +32.5% | +17.6% | +14.9% | +25.8% |
| 3Y | +93.8% | +77.3% | +16.4% | +61.4% |
| 5Y | +96.5% | +84.1% | +12.4% | +60.1% |
| All | +304.3% | +325.3% | -21.0% | +183.0% |
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