+77.3%
FREL vs VOO
+358.7%
-281.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.3% |
| 7D | -1.3% | +0.1% | -1.4% | -1.4% |
| 30D | -3.1% | +0.1% | -3.1% | -3.1% |
| 3M | +0.8% | +2.0% | -1.2% | -1.2% |
| 6M | +2.3% | +13.0% | -10.7% | -8.1% |
| YTD | +10.4% | +13.6% | -3.2% | -1.3% |
| 1Y | +8.7% | +20.1% | -11.4% | -7.5% |
| 3Y | +30.8% | +77.6% | -46.7% | -21.6% |
| 5Y | +3.8% | +82.4% | -78.6% | -39.6% |
| 10Y | +66.1% | +316.8% | -250.7% | -51.1% |
| All | +77.3% | +358.7% | -281.4% | -52.0% |
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