+785.4%
VOO vs FN
+1,980.8%
-1,195.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -14.2% | +9.9% | -2.2% |
| 7D | -4.7% | -16.0% | +11.3% | -2.5% |
| 30D | -5.9% | -40.1% | +34.2% | +1.0% |
| 3M | -4.5% | -43.9% | +39.4% | +2.7% |
| 6M | +1.9% | -55.6% | +57.5% | +12.1% |
| YTD | +8.4% | -35.7% | +44.1% | +10.6% |
| 1Y | +9.5% | -39.8% | +49.3% | +12.4% |
| 3Y | +75.3% | +80.3% | -5.0% | +43.4% |
| 5Y | +67.9% | +143.3% | -75.4% | +27.5% |
| 10Y | +314.4% | +682.3% | -367.9% | +157.1% |
| All | +785.4% | +1,980.8% | -1,195.3% | +372.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling