+69.4%
FNWD vs VOO
+317.9%
-248.5%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.3% | -1.8% | +0.3% |
| 7D | -1.0% | +0.1% | -1.0% | -1.0% |
| 30D | +6.8% | -3.3% | +10.2% | +7.3% |
| 3M | -0.9% | -2.4% | +1.5% | -0.6% |
| 6M | +39.4% | +2.6% | +36.8% | +39.0% |
| YTD | +26.2% | +11.3% | +14.9% | +24.5% |
| 1Y | +33.2% | +13.4% | +19.7% | +31.1% |
| 3Y | +133.2% | +80.3% | +52.9% | +119.0% |
| 5Y | +3.8% | +72.7% | -68.9% | -2.5% |
| 10Y | +69.4% | +310.0% | -240.6% | +34.2% |
| All | +69.4% | +317.9% | -248.5% | +34.2% |
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