+152.3%
FXN vs VOO
+82.8%
+69.4%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -1.0% | -0.8% |
| 7D | +0.6% | -0.8% | +1.4% | +1.2% |
| 30D | +6.1% | -1.1% | +7.2% | +7.0% |
| 3M | +12.8% | +3.9% | +8.9% | +8.9% |
| 6M | +16.6% | +13.6% | +3.0% | +3.7% |
| YTD | +46.8% | +12.7% | +34.1% | +31.3% |
| 1Y | +50.2% | +17.6% | +32.6% | +29.2% |
| 3Y | +45.5% | +77.3% | -31.8% | -12.6% |
| All | +152.3% | +82.8% | +69.4% | +46.2% |
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