+5.3%
FELE vs VOO
+13.0%
-7.7%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.3% | -0.1% | +0.2% |
| 7D | -0.9% | -0.9% | 0.0% | -0.2% |
| 30D | +0.8% | -2.3% | +3.1% | +2.5% |
| 3M | -8.0% | -1.2% | -6.9% | -7.3% |
| 6M | +0.4% | +3.3% | -2.9% | -2.3% |
| YTD | +4.6% | +12.3% | -7.7% | -5.7% |
| 1Y | +5.3% | +12.5% | -7.2% | -5.0% |
| All | +5.3% | +13.0% | -7.7% | -5.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling