+952.4%
FNV vs VOO
+807.8%
+144.6%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.6% |
| 7D | +2.2% | -0.4% | +2.6% | +2.3% |
| 30D | +10.2% | -1.4% | +11.6% | +10.7% |
| 3M | +25.4% | +3.7% | +21.7% | +23.8% |
| 6M | +1.3% | +13.0% | -11.7% | -2.6% |
| YTD | +28.5% | +12.4% | +16.1% | +23.8% |
| 1Y | +35.8% | +18.6% | +17.2% | +28.7% |
| 3Y | +95.8% | +78.1% | +17.7% | +62.7% |
| 5Y | +94.4% | +82.3% | +12.2% | +59.2% |
| 10Y | +310.0% | +322.5% | -12.5% | +164.5% |
| All | +952.4% | +807.8% | +144.6% | +405.7% |
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