+43.6%
FXNC vs VOO
+14.7%
+28.9%
-10.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.6% | +0.1% | +1.3% |
| 7D | +2.2% | -0.7% | +2.9% | +2.3% |
| 30D | +5.2% | -1.1% | +6.3% | +5.4% |
| 3M | -0.6% | -0.3% | -0.3% | -0.6% |
| 6M | +18.8% | +7.4% | +11.4% | +15.6% |
| YTD | +27.1% | +13.4% | +13.8% | +20.1% |
| 1Y | +43.6% | +14.8% | +28.8% | +34.8% |
| All | +43.6% | +14.7% | +28.9% | +34.8% |
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 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