+50.2%
FEGE vs VOO
+33.8%
+16.4%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | -0.4% |
| 7D | -1.8% | -0.8% | -1.0% | -1.2% |
| 30D | -0.3% | -1.1% | +0.7% | +0.4% |
| 3M | +5.3% | +3.9% | +1.4% | +2.4% |
| 6M | +7.7% | +13.6% | -5.9% | -1.5% |
| YTD | +13.2% | +12.7% | +0.5% | +4.1% |
| 1Y | +20.5% | +17.6% | +2.9% | +7.7% |
| All | +50.2% | +33.8% | +16.4% | +22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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