+669.2%
FEIM vs VOO
+67.9%
+601.3%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +0.3% | +10.7% | +10.8% |
| 7D | -11.0% | -2.7% | -8.3% | -8.6% |
| 30D | -23.9% | -5.4% | -18.5% | -19.8% |
| 3M | -19.1% | -4.1% | -15.0% | -15.4% |
| 6M | +5.4% | +0.7% | +4.6% | +7.0% |
| YTD | +11.8% | +8.7% | +3.1% | +8.5% |
| 1Y | +81.7% | +11.0% | +70.8% | +74.2% |
| 3Y | +789.9% | +75.5% | +714.4% | +624.2% |
| All | +669.2% | +67.9% | +601.3% | +496.3% |
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