+311.6%
FNWD vs VOO
+775.2%
-463.7%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.4% | +1.7% | -2.3% |
| 7D | -1.0% | -4.7% | +3.7% | -0.6% |
| 30D | +4.2% | -5.9% | +10.1% | +4.8% |
| 3M | -3.8% | -4.5% | +0.8% | -3.4% |
| 6M | +39.7% | +1.9% | +37.8% | +39.5% |
| YTD | +24.7% | +8.4% | +16.3% | +23.8% |
| 1Y | +31.6% | +9.5% | +22.2% | +30.6% |
| 3Y | +137.4% | +75.3% | +62.1% | +128.1% |
| 5Y | +7.0% | +67.9% | -60.9% | +2.7% |
| 10Y | +67.4% | +314.4% | -247.1% | +55.5% |
| All | +311.6% | +775.2% | -463.7% | +260.8% |
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