+3.1%
FVN vs VOO
+35.6%
-32.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.6% | +4.6% | +4.0% |
| 7D | +2.0% | -2.0% | +4.0% | +1.9% |
| 30D | -7.1% | -1.7% | -5.4% | -7.0% |
| 3M | -5.4% | +4.7% | -10.2% | -5.4% |
| 6M | -4.0% | +12.6% | -16.5% | -4.0% |
| YTD | -2.7% | +11.8% | -14.5% | -2.8% |
| 1Y | -1.4% | +17.5% | -19.0% | -1.5% |
| All | +3.1% | +35.6% | -32.5% | +2.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling