-10.6%
FNWB vs VOO
+325.3%
-335.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.8% | -3.0% | -2.8% |
| 7D | -5.0% | -0.8% | -4.2% | -4.5% |
| 30D | -7.4% | -1.1% | -6.3% | -6.6% |
| 3M | -1.0% | +3.9% | -4.9% | -4.1% |
| 6M | +13.6% | +13.6% | 0.0% | +2.5% |
| YTD | +11.4% | +12.7% | -1.3% | +1.1% |
| 1Y | +47.4% | +17.6% | +29.8% | +29.3% |
| 3Y | -12.5% | +77.3% | -89.9% | -46.2% |
| 5Y | -36.2% | +84.1% | -120.3% | -63.2% |
| All | -10.6% | +325.3% | -335.9% | -75.9% |
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 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