+621.0%
FELE vs VOO
+817.1%
-196.1%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.9% |
| 7D | -0.8% | +0.1% | -0.9% | -0.9% |
| 30D | -9.1% | +0.1% | -9.2% | -9.2% |
| 3M | +2.0% | +2.0% | 0.0% | -0.6% |
| 6M | -1.2% | +13.0% | -14.2% | -14.6% |
| YTD | +5.3% | +13.6% | -8.3% | -9.7% |
| 1Y | +3.0% | +20.1% | -17.1% | -17.4% |
| 3Y | +6.1% | +77.6% | -71.5% | -47.0% |
| 5Y | +23.0% | +82.4% | -59.5% | -41.0% |
| 10Y | +183.9% | +316.8% | -132.9% | -54.6% |
| All | +621.0% | +817.1% | -196.1% | -65.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling