+232.1%
FXNC vs VOO
+807.8%
-575.7%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +0.9% | +0.6% |
| 7D | -0.1% | -0.4% | +0.3% | 0.0% |
| 30D | -0.6% | -1.4% | +0.7% | -0.4% |
| 3M | +5.3% | +3.7% | +1.6% | +4.5% |
| 6M | +19.0% | +13.0% | +6.0% | +16.2% |
| YTD | +24.5% | +12.4% | +12.1% | +21.7% |
| 1Y | +35.0% | +18.6% | +16.4% | +30.7% |
| 3Y | +82.1% | +78.1% | +4.0% | +66.5% |
| 5Y | +71.4% | +82.3% | -10.8% | +55.5% |
| 10Y | +261.1% | +322.5% | -61.4% | +217.4% |
| All | +232.1% | +807.8% | -575.7% | +255.1% |
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