+310.0%
VOO vs FN
+837.6%
-527.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +11.9% | -9.5% | +0.3% |
| 7D | +0.1% | +16.3% | -16.2% | -3.0% |
| 30D | -3.3% | -24.7% | +21.4% | +0.6% |
| 3M | -2.4% | -34.9% | +32.5% | +3.2% |
| 6M | +2.6% | -41.1% | +43.7% | +8.7% |
| YTD | +11.3% | -19.6% | +30.9% | +8.9% |
| 1Y | +13.4% | -18.5% | +32.0% | +10.1% |
| 3Y | +80.3% | +119.1% | -38.8% | +34.1% |
| 5Y | +72.7% | +206.9% | -134.2% | +14.6% |
| 10Y | +310.0% | +826.4% | -516.4% | +114.5% |
| All | +310.0% | +837.6% | -527.6% | +114.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 10y: compounded portfolio wealth divided by compounded FN 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…
10y analysis · Full analysis span regression · 6 months rolling