+75.7%
VOO vs FN
+212.0%
-136.3%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +5.9% | -4.6% | +0.4% |
| 7D | -0.9% | +8.0% | -8.9% | -2.3% |
| 30D | -2.3% | -19.1% | +16.8% | -0.1% |
| 3M | -1.2% | -29.8% | +28.7% | +2.5% |
| 6M | +3.3% | -43.2% | +46.5% | +9.3% |
| YTD | +12.3% | -18.9% | +31.3% | +9.9% |
| 1Y | +12.5% | -17.9% | +30.4% | +9.3% |
| 3Y | +79.2% | +120.1% | -40.9% | +35.9% |
| 5Y | +75.7% | +206.7% | -131.0% | +14.0% |
| All | +75.7% | +212.0% | -136.3% | +14.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling