-1.1%
FTNJ vs VOO
+12.9%
-14.0%
-3.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.6% |
| 7D | -1.4% | -2.0% | +0.6% | -1.2% |
| 30D | -2.8% | -1.7% | -1.2% | -2.7% |
| 3M | -3.1% | +4.7% | -7.9% | -3.6% |
| 6M | -2.4% | +12.6% | -14.9% | -3.5% |
| YTD | -1.5% | +11.8% | -13.2% | -2.6% |
| All | -1.1% | +12.9% | -14.0% | -2.3% |
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