+98.6%
FXN vs VOO
+800.4%
-701.9%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.5% |
| 7D | +5.3% | +2.6% | +2.8% | +2.1% |
| 30D | -1.9% | -2.0% | +0.1% | +0.1% |
| 3M | +4.6% | -2.8% | +7.4% | +7.5% |
| 6M | +9.4% | +2.2% | +7.2% | +5.1% |
| YTD | +44.5% | +11.5% | +33.0% | +23.1% |
| 1Y | +45.7% | +13.5% | +32.2% | +21.3% |
| 3Y | +50.0% | +78.1% | -28.1% | -30.1% |
| 5Y | +108.9% | +73.1% | +35.7% | -1.3% |
| 10Y | +103.3% | +310.7% | -207.4% | -69.8% |
| All | +98.6% | +800.4% | -701.9% | -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