+137.2%
FTEC vs VOO
+82.3%
+54.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.4% | +0.7% |
| 7D | +1.9% | +0.5% | +1.3% | +1.1% |
| 30D | -0.3% | -0.9% | +0.6% | +1.1% |
| 3M | +3.3% | +3.9% | -0.6% | -1.8% |
| 6M | +35.1% | +14.5% | +20.6% | +12.5% |
| YTD | +28.9% | +13.0% | +15.9% | +9.6% |
| 1Y | +38.4% | +19.4% | +19.0% | +9.3% |
| 3Y | +127.5% | +78.9% | +48.6% | +5.7% |
| 5Y | +137.2% | +82.3% | +54.9% | +10.6% |
| All | +137.2% | +82.3% | +54.9% | +10.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling