+87.1%
FEM vs VOO
+674.6%
-587.4%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.8% |
| 7D | +1.7% | +0.1% | +1.6% | +1.6% |
| 30D | +4.9% | +0.1% | +4.9% | +4.9% |
| 3M | +2.8% | +2.0% | +0.8% | +1.1% |
| 6M | +11.9% | +13.0% | -1.2% | +0.6% |
| YTD | +23.6% | +13.6% | +10.0% | +10.7% |
| 1Y | +30.8% | +20.1% | +10.7% | +11.5% |
| 3Y | +69.7% | +77.6% | -7.9% | -0.1% |
| 5Y | +46.4% | +82.4% | -36.1% | -17.6% |
| 10Y | +128.8% | +316.8% | -188.0% | -46.0% |
| All | +87.1% | +674.6% | -587.4% | -76.4% |
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 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