+78.1%
VOO vs FND
-39.5%
+117.6%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.2% | +1.8% | 0.0% |
| 7D | +2.6% | -6.8% | +9.4% | +3.6% |
| 30D | -2.0% | +8.0% | -10.0% | -3.3% |
| 3M | -2.8% | -18.9% | +16.2% | 0.0% |
| 6M | +2.2% | +4.7% | -2.5% | +0.4% |
| YTD | +11.5% | -21.6% | +33.1% | +13.9% |
| 1Y | +13.5% | -22.0% | +35.5% | +15.9% |
| 3Y | +78.1% | -40.4% | +118.5% | +85.2% |
| All | +78.1% | -39.5% | +117.6% | +85.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling