+306.8%
VOO vs FN
+753.0%
-446.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +11.7% | -11.4% | -1.7% |
| 7D | -2.7% | 0.0% | -2.7% | -3.2% |
| 30D | -5.4% | -34.3% | +28.9% | +0.8% |
| 3M | -4.1% | -39.9% | +35.8% | +2.8% |
| 6M | +0.7% | -51.8% | +52.6% | +10.6% |
| YTD | +8.7% | -28.1% | +36.9% | +8.5% |
| 1Y | +11.0% | -29.1% | +40.0% | +10.4% |
| 3Y | +75.5% | +102.4% | -27.0% | +32.1% |
| 5Y | +68.4% | +171.7% | -103.3% | +14.3% |
| All | +306.8% | +753.0% | -446.3% | +117.2% |
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