+0.4%
FNWB vs VOO
+365.9%
-365.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.7% |
| 7D | -2.0% | +0.5% | -2.5% | -2.4% |
| 30D | -0.6% | -0.9% | +0.3% | 0.0% |
| 3M | +3.8% | +3.9% | -0.1% | +0.8% |
| 6M | +18.5% | +14.5% | +4.0% | +7.0% |
| YTD | +16.0% | +13.0% | +3.0% | +5.7% |
| 1Y | +54.1% | +19.4% | +34.7% | +34.8% |
| 3Y | -10.5% | +78.9% | -89.3% | -43.5% |
| 5Y | -34.9% | +82.3% | -117.2% | -60.6% |
| 10Y | -6.9% | +314.2% | -321.1% | -68.7% |
| All | +0.4% | +365.9% | -365.5% | -67.1% |
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