+73.5%
FEM vs VOO
+658.8%
-585.4%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.3% | +0.5% | +0.8% |
| 7D | -0.5% | +0.1% | -0.6% | -0.6% |
| 30D | -7.0% | -3.3% | -3.7% | -4.1% |
| 3M | -3.4% | -2.4% | -1.0% | -1.2% |
| 6M | -6.5% | +2.6% | -9.1% | -8.4% |
| YTD | +14.6% | +11.3% | +3.3% | +4.6% |
| 1Y | +16.9% | +13.4% | +3.5% | +4.9% |
| 3Y | +64.4% | +80.3% | -15.9% | -4.5% |
| 5Y | +45.9% | +72.7% | -26.8% | -13.4% |
| 10Y | +115.2% | +310.0% | -194.8% | -48.5% |
| All | +73.5% | +658.8% | -585.4% | -77.7% |
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