+312.2%
VOO vs FN
+763.2%
-451.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.1% | +3.8% | +0.4% |
| 7D | +3.3% | +20.8% | -17.5% | -0.2% |
| 30D | -2.7% | -17.3% | +14.6% | -0.4% |
| 3M | -1.7% | -38.1% | +36.4% | +4.8% |
| 6M | +3.1% | -44.2% | +47.3% | +10.3% |
| YTD | +11.9% | -22.3% | +34.2% | +10.1% |
| 1Y | +12.1% | -20.9% | +33.0% | +9.2% |
| 3Y | +78.6% | +111.1% | -32.5% | +33.5% |
| 5Y | +73.8% | +191.8% | -118.0% | +16.2% |
| All | +312.2% | +763.2% | -451.0% | +116.7% |
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