+68.1%
FNWD vs VOO
+314.4%
-246.4%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.2% | -1.1% |
| 7D | -2.3% | -0.9% | -1.4% | -2.2% |
| 30D | +4.5% | -2.3% | +6.8% | +4.8% |
| 3M | -2.2% | -1.2% | -1.1% | -2.1% |
| 6M | +38.3% | +3.3% | +35.0% | +37.7% |
| YTD | +25.2% | +12.3% | +12.9% | +23.4% |
| 1Y | +27.6% | +12.5% | +15.1% | +25.8% |
| 3Y | +131.3% | +79.2% | +52.1% | +117.3% |
| 5Y | +5.5% | +75.7% | -70.1% | -1.1% |
| 10Y | +68.1% | +313.7% | -245.6% | +33.1% |
| All | +68.1% | +314.4% | -246.4% | +33.1% |
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 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