+47.2%
FRNM vs VOO
+43.9%
+3.3%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.6% | -5.5% | -6.0% |
| 7D | -12.5% | -2.0% | -10.5% | -12.3% |
| 30D | +23.2% | -1.7% | +24.9% | +23.4% |
| 3M | +31.6% | +4.7% | +26.8% | +31.0% |
| 6M | +28.3% | +12.6% | +15.7% | +27.1% |
| YTD | +13.5% | +11.8% | +1.7% | +12.5% |
| 1Y | +40.2% | +17.5% | +22.6% | +38.9% |
| All | +47.2% | +43.9% | +3.3% | +45.1% |
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 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