+47.7%
FXN vs VOO
+14.7%
+33.1%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +1.6% | -6.3% | -4.2% |
| 7D | -7.2% | -0.7% | -6.5% | -7.3% |
| 30D | +0.5% | -1.1% | +1.5% | +0.3% |
| 3M | +5.7% | -0.3% | +6.0% | +5.7% |
| 6M | +2.0% | +7.4% | -5.3% | +4.1% |
| YTD | +41.0% | +13.4% | +27.7% | +46.5% |
| 1Y | +47.7% | +14.8% | +32.9% | +53.0% |
| All | +47.7% | +14.7% | +33.1% | +53.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling