+45.0%
FEBW vs VOO
+96.4%
-51.5%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | +1.3% | +3.3% | -2.0% | 0.0% |
| 30D | -0.5% | -2.7% | +2.2% | +0.6% |
| 3M | +1.0% | -1.7% | +2.7% | +1.6% |
| 6M | +3.4% | +3.1% | +0.3% | +2.0% |
| YTD | +7.3% | +11.9% | -4.6% | +2.4% |
| 1Y | +8.9% | +12.1% | -3.2% | +3.8% |
| 3Y | +36.4% | +78.6% | -42.2% | +5.5% |
| All | +45.0% | +96.4% | -51.5% | +7.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling