+65.5%
FEZ vs VOO
+75.5%
-10.0%
-15.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.3% | -1.6% | -1.6% |
| 7D | 0.0% | -2.7% | +2.7% | +2.3% |
| 30D | -1.2% | -5.4% | +4.2% | +3.5% |
| 3M | -8.5% | -4.1% | -4.5% | -5.3% |
| 6M | -2.6% | +0.7% | -3.4% | -3.3% |
| YTD | +2.9% | +8.7% | -5.8% | -4.0% |
| 1Y | +7.9% | +11.0% | -3.1% | -1.0% |
| 3Y | +65.5% | +75.5% | -10.0% | +1.3% |
| All | +65.5% | +75.5% | -10.0% | +1.3% |
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