+163.2%
FELE vs VOO
+314.4%
-151.2%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.3% | -0.1% | -0.1% |
| 7D | -0.9% | -0.9% | 0.0% | 0.0% |
| 30D | +0.8% | -2.3% | +3.1% | +3.2% |
| 3M | -8.0% | -1.2% | -6.9% | -7.1% |
| 6M | +0.4% | +3.3% | -2.9% | -3.3% |
| YTD | +4.6% | +12.3% | -7.7% | -7.9% |
| 1Y | +5.3% | +12.5% | -7.2% | -7.5% |
| 3Y | +16.8% | +79.2% | -62.4% | -37.9% |
| 5Y | +10.5% | +75.7% | -65.2% | -40.1% |
| 10Y | +163.2% | +313.7% | -150.5% | -55.4% |
| All | +163.2% | +314.4% | -151.2% | -55.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling