+409.8%
FNY vs VOO
+649.8%
-240.1%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -0.8% |
| 7D | -2.6% | -2.0% | -0.6% | -0.5% |
| 30D | -6.0% | -1.7% | -4.3% | -4.2% |
| 3M | -1.2% | +4.7% | -5.9% | -5.8% |
| 6M | +7.1% | +12.6% | -5.5% | -5.2% |
| YTD | +9.6% | +11.8% | -2.2% | -2.1% |
| 1Y | +12.4% | +17.5% | -5.2% | -4.6% |
| 3Y | +59.1% | +77.0% | -17.8% | -10.9% |
| 5Y | +34.9% | +82.6% | -47.6% | -26.2% |
| 10Y | +235.0% | +320.0% | -85.0% | -19.1% |
| All | +409.8% | +649.8% | -240.1% | -26.3% |
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 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