+109.8%
FE vs VOO
+308.3%
-198.5%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.6% |
| 7D | 0.0% | -2.7% | +2.7% | +1.4% |
| 30D | +5.2% | -5.4% | +10.6% | +8.4% |
| 3M | 0.0% | -4.1% | +4.0% | +2.1% |
| 6M | +5.0% | +0.7% | +4.3% | +4.0% |
| YTD | +7.9% | +8.7% | -0.8% | +1.8% |
| 1Y | +6.3% | +11.0% | -4.6% | -1.0% |
| 3Y | +46.0% | +75.5% | -29.4% | -1.5% |
| 5Y | +45.6% | +68.4% | -22.7% | -0.3% |
| All | +109.8% | +308.3% | -198.5% | -19.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling