+273.3%
FITE vs VOO
+227.4%
+45.9%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.7% |
| 7D | -1.6% | -0.8% | -0.8% | -0.8% |
| 30D | -10.1% | -1.1% | -9.0% | -9.0% |
| 3M | -3.8% | +3.9% | -7.7% | -7.3% |
| 6M | +17.9% | +13.6% | +4.2% | +4.3% |
| YTD | +24.6% | +12.7% | +11.9% | +11.3% |
| 1Y | +29.6% | +17.6% | +12.0% | +11.3% |
| 3Y | +120.5% | +77.3% | +43.1% | +28.2% |
| 5Y | +106.3% | +84.1% | +22.2% | +15.8% |
| All | +273.3% | +227.4% | +45.9% | +25.6% |
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