+134.5%
FEM vs VOO
+315.3%
-180.8%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.5% | +1.4% |
| 7D | +1.5% | -0.4% | +1.8% | +1.8% |
| 30D | +5.1% | -1.4% | +6.5% | +6.3% |
| 3M | +7.5% | +3.7% | +3.8% | +4.5% |
| 6M | +13.2% | +13.0% | +0.2% | +2.9% |
| YTD | +24.5% | +12.4% | +12.1% | +13.6% |
| 1Y | +29.6% | +18.6% | +11.0% | +13.4% |
| 3Y | +73.9% | +78.1% | -4.1% | +7.6% |
| 5Y | +46.5% | +82.3% | -35.8% | -12.4% |
| 10Y | +134.5% | +322.5% | -188.0% | -42.3% |
| All | +134.5% | +315.3% | -180.8% | -42.3% |
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 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