+1,333.7%
FEIM vs VOO
+817.1%
+516.6%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.5% |
| 7D | +0.3% | +0.1% | +0.2% | +0.3% |
| 30D | -14.6% | +0.1% | -14.6% | -14.6% |
| 3M | -16.2% | +2.0% | -18.2% | -16.8% |
| 6M | +11.0% | +13.0% | -2.1% | +5.1% |
| YTD | +12.7% | +13.6% | -0.9% | +6.8% |
| 1Y | +83.6% | +20.1% | +63.5% | +70.0% |
| 3Y | +895.7% | +77.6% | +818.2% | +682.6% |
| 5Y | +596.0% | +82.4% | +513.6% | +433.5% |
| 10Y | +608.9% | +316.8% | +292.1% | +260.2% |
| All | +1,333.7% | +817.1% | +516.6% | +415.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling