+44.7%
FYEE vs VOO
+51.2%
-6.5%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.2% |
| 7D | -1.5% | -2.0% | +0.4% | +0.1% |
| 30D | -0.4% | -1.7% | +1.3% | +1.0% |
| 3M | +7.1% | +4.7% | +2.4% | +3.1% |
| 6M | +10.2% | +12.6% | -2.3% | -0.1% |
| YTD | +10.4% | +11.8% | -1.3% | +0.7% |
| 1Y | +17.6% | +17.5% | +0.1% | +2.9% |
| All | +44.7% | +51.2% | -6.5% | +2.6% |
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