+745.3%
FEIM vs VOO
+309.6%
+435.7%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.4% | -4.8% | -4.9% |
| 7D | +5.9% | +2.6% | +3.3% | +4.3% |
| 30D | -10.4% | -2.0% | -8.4% | -8.9% |
| 3M | -18.3% | -2.8% | -15.6% | -16.3% |
| 6M | +4.4% | +2.2% | +2.2% | +4.5% |
| YTD | +18.4% | +11.5% | +6.9% | +14.0% |
| 1Y | +130.8% | +13.5% | +117.3% | +120.1% |
| 3Y | +818.6% | +78.1% | +740.5% | +632.3% |
| 5Y | +721.2% | +73.1% | +648.0% | +554.1% |
| All | +745.3% | +309.6% | +435.7% | +435.4% |
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