+272.7%
VOO vs FND
+56.5%
+216.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | +0.6% |
| 7D | -0.8% | -5.8% | +5.0% | +0.4% |
| 30D | -1.1% | -20.2% | +19.1% | +3.6% |
| 3M | +3.9% | -12.0% | +15.8% | +5.9% |
| 6M | +13.6% | -18.5% | +32.1% | +17.0% |
| YTD | +12.7% | -22.3% | +35.0% | +16.6% |
| 1Y | +17.6% | -47.6% | +65.2% | +32.1% |
| 3Y | +77.3% | -49.8% | +127.1% | +93.5% |
| 5Y | +84.1% | -63.0% | +147.1% | +105.6% |
| All | +272.7% | +56.5% | +216.2% | +205.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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