+154.8%
FE vs VOO
+817.1%
-662.2%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.4% |
| 7D | +1.9% | +0.1% | +1.8% | +1.9% |
| 30D | -1.2% | +0.1% | -1.2% | -1.2% |
| 3M | +3.5% | +2.0% | +1.5% | +2.0% |
| 6M | -6.1% | +13.0% | -19.1% | -13.0% |
| YTD | +7.6% | +13.6% | -6.0% | -0.8% |
| 1Y | +11.9% | +20.1% | -8.2% | -0.5% |
| 3Y | +48.4% | +77.6% | -29.1% | +0.8% |
| 5Y | +44.8% | +82.4% | -37.6% | -4.9% |
| 10Y | +115.9% | +316.8% | -201.0% | -18.9% |
| All | +154.8% | +817.1% | -662.2% | -40.1% |
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