+75.5%
VOO vs FE
+42.7%
+32.8%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.4% | +1.7% | +0.4% |
| 7D | -2.7% | -1.0% | -1.7% | -2.6% |
| 30D | -5.4% | +4.1% | -9.5% | -5.6% |
| 3M | -4.1% | -1.0% | -3.0% | -4.0% |
| 6M | +0.7% | +4.0% | -3.3% | +0.3% |
| YTD | +8.7% | +6.8% | +1.9% | +7.9% |
| 1Y | +11.0% | +5.3% | +5.7% | +10.3% |
| 3Y | +75.5% | +44.6% | +30.9% | +65.5% |
| All | +75.5% | +42.7% | +32.8% | +65.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 3y: compounded portfolio wealth divided by compounded FE 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…
3y analysis · Full analysis span regression · 6 months rolling