+11.2%
FELE vs VOO
+75.5%
-64.3%
-23.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.1% | -2.1% |
| 7D | -1.0% | -2.7% | +1.7% | +1.4% |
| 30D | -3.2% | -5.4% | +2.1% | +1.6% |
| 3M | -13.6% | -4.1% | -9.6% | -10.5% |
| 6M | -6.0% | +0.7% | -6.7% | -7.0% |
| YTD | -0.4% | +8.7% | -9.1% | -8.4% |
| 1Y | 0.0% | +11.0% | -10.9% | -9.8% |
| 3Y | +11.2% | +75.5% | -64.2% | -37.8% |
| All | +11.2% | +75.5% | -64.3% | -37.8% |
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