+153.0%
FE vs VOO
+777.9%
-624.9%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.7% | -1.6% |
| 7D | -1.0% | -2.7% | +1.7% | +0.4% |
| 30D | +4.1% | -5.4% | +9.5% | +7.3% |
| 3M | -1.0% | -4.1% | +3.0% | +1.2% |
| 6M | +4.0% | +0.7% | +3.3% | +3.0% |
| YTD | +6.8% | +8.7% | -1.9% | +0.8% |
| 1Y | +5.3% | +11.0% | -5.7% | -2.0% |
| 3Y | +44.6% | +75.5% | -30.9% | -1.5% |
| 5Y | +44.2% | +68.4% | -24.1% | -0.5% |
| 10Y | +107.3% | +315.7% | -208.4% | -22.2% |
| All | +153.0% | +777.9% | -624.9% | -39.1% |
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