+615.1%
FEIM vs VOO
+315.3%
+299.8%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.1% | -2.2% |
| 7D | +7.7% | -0.4% | +8.1% | +7.9% |
| 30D | -12.9% | -1.4% | -11.6% | -12.2% |
| 3M | -4.9% | +3.7% | -8.6% | -6.5% |
| 6M | +18.8% | +13.0% | +5.8% | +12.2% |
| YTD | +18.2% | +12.4% | +5.8% | +12.3% |
| 1Y | +95.5% | +18.6% | +76.9% | +81.5% |
| 3Y | +938.2% | +78.1% | +860.1% | +718.6% |
| 5Y | +636.8% | +82.3% | +554.5% | +468.0% |
| 10Y | +615.1% | +322.5% | +292.6% | +283.2% |
| All | +615.1% | +315.3% | +299.8% | +283.2% |
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