+46.1%
FYEE vs VOO
+52.5%
-6.4%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.1% | +0.3% |
| 7D | -0.5% | -0.8% | +0.3% | +0.1% |
| 30D | +0.4% | -1.1% | +1.5% | +1.3% |
| 3M | +6.3% | +3.9% | +2.4% | +3.0% |
| 6M | +11.2% | +13.6% | -2.4% | +0.1% |
| YTD | +11.5% | +12.7% | -1.2% | +0.9% |
| 1Y | +18.2% | +17.6% | +0.7% | +3.4% |
| All | +46.1% | +52.5% | -6.4% | +2.9% |
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