+817.5%
VOO vs FN
+2,520.8%
-1,703.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +5.9% | -4.6% | +0.4% |
| 7D | -0.9% | +8.0% | -8.9% | -2.4% |
| 30D | -2.3% | -19.1% | +16.8% | 0.0% |
| 3M | -1.2% | -29.8% | +28.7% | +2.6% |
| 6M | +3.3% | -43.2% | +46.5% | +9.4% |
| YTD | +12.3% | -18.9% | +31.3% | +10.4% |
| 1Y | +12.5% | -17.9% | +30.4% | +9.9% |
| 3Y | +79.2% | +120.1% | -40.9% | +42.1% |
| 5Y | +75.7% | +206.7% | -131.0% | +28.6% |
| 10Y | +313.7% | +804.7% | -491.0% | +150.0% |
| All | +817.5% | +2,520.8% | -1,703.3% | +371.7% |
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 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