+89.9%
FNV vs VOO
+75.9%
+14.0%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.3% |
| 7D | -3.4% | -2.0% | -1.4% | -2.3% |
| 30D | +8.5% | -1.7% | +10.1% | +9.5% |
| 3M | +25.5% | +4.7% | +20.8% | +22.2% |
| 6M | -0.2% | +12.6% | -12.7% | -6.1% |
| YTD | +26.4% | +11.8% | +14.7% | +19.5% |
| 1Y | +31.9% | +17.5% | +14.3% | +22.0% |
| All | +89.9% | +75.9% | +14.0% | +51.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling