+669.9%
FEIM vs VOO
+82.3%
+587.6%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -0.6% | +8.2% | +8.0% |
| 7D | +10.7% | +0.5% | +10.1% | +10.2% |
| 30D | -12.3% | -0.9% | -11.4% | -11.7% |
| 3M | -6.7% | +3.9% | -10.6% | -8.9% |
| 6M | +25.8% | +14.5% | +11.2% | +15.9% |
| YTD | +21.2% | +13.0% | +8.3% | +13.1% |
| 1Y | +100.0% | +19.4% | +80.6% | +81.5% |
| 3Y | +964.9% | +78.9% | +886.1% | +743.4% |
| 5Y | +669.9% | +82.3% | +587.6% | +480.1% |
| All | +669.9% | +82.3% | +587.6% | +480.1% |
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 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