+100.5%
FXN vs VOO
+817.1%
-716.6%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.5% |
| 7D | +1.9% | +0.1% | +1.8% | +1.7% |
| 30D | +12.8% | +0.1% | +12.7% | +12.6% |
| 3M | +7.0% | +2.0% | +5.0% | +3.7% |
| 6M | +18.5% | +13.0% | +5.5% | +0.2% |
| YTD | +45.9% | +13.6% | +32.3% | +22.3% |
| 1Y | +47.9% | +20.1% | +27.8% | +15.3% |
| 3Y | +42.7% | +77.6% | -34.8% | -32.9% |
| 5Y | +155.2% | +82.4% | +72.8% | +13.1% |
| 10Y | +103.1% | +316.8% | -213.7% | -70.1% |
| All | +100.5% | +817.1% | -716.6% | -89.8% |
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