+234.6%
FNY vs VOO
+325.3%
-90.7%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.1% | +0.1% |
| 7D | -1.9% | -0.8% | -1.2% | -1.1% |
| 30D | -5.9% | -1.1% | -4.8% | -4.7% |
| 3M | -3.8% | +3.9% | -7.7% | -7.7% |
| 6M | +8.4% | +13.6% | -5.3% | -5.4% |
| YTD | +10.7% | +12.7% | -2.0% | -2.4% |
| 1Y | +11.2% | +17.6% | -6.4% | -6.1% |
| 3Y | +60.3% | +77.3% | -17.0% | -12.0% |
| 5Y | +36.3% | +84.1% | -47.8% | -27.6% |
| All | +234.6% | +325.3% | -90.7% | -27.3% |
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