+1,607.7%
FERG vs VOO
+800.4%
+807.2%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.8% |
| 7D | +9.7% | +2.6% | +7.2% | +8.7% |
| 30D | +15.0% | -2.0% | +17.0% | +16.1% |
| 3M | +3.8% | -2.8% | +6.5% | +5.0% |
| 6M | +10.6% | +2.2% | +8.4% | +9.9% |
| YTD | +17.0% | +11.5% | +5.5% | +12.4% |
| 1Y | +7.1% | +13.5% | -6.4% | +2.3% |
| 3Y | +67.7% | +78.1% | -10.3% | +38.8% |
| 5Y | +76.4% | +73.1% | +3.3% | +44.9% |
| 10Y | +424.2% | +310.7% | +113.5% | +295.9% |
| All | +1,607.7% | +800.4% | +807.2% | +1,173.8% |
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 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