+351.3%
FERG vs VOO
+325.3%
+26.0%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.3% |
| 7D | -2.6% | -0.8% | -1.8% | -2.2% |
| 30D | -8.9% | -1.1% | -7.8% | -8.4% |
| 3M | -2.0% | +3.9% | -5.9% | -3.9% |
| 6M | -3.2% | +13.6% | -16.8% | -9.2% |
| YTD | +1.5% | +12.7% | -11.2% | -4.4% |
| 1Y | +0.5% | +17.6% | -17.1% | -7.2% |
| 3Y | +50.4% | +77.3% | -26.9% | +16.6% |
| 5Y | +68.7% | +84.1% | -15.4% | +27.5% |
| All | +351.3% | +325.3% | +26.0% | +211.7% |
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