+75.4%
FEM vs VOO
+666.0%
-590.6%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.3% | +0.5% | +0.6% |
| 7D | 0.0% | -0.9% | +0.9% | +0.8% |
| 30D | -5.9% | -2.3% | -3.5% | -3.8% |
| 3M | -1.7% | -1.2% | -0.5% | -0.6% |
| 6M | -6.2% | +3.3% | -9.5% | -8.6% |
| YTD | +15.9% | +12.3% | +3.5% | +4.9% |
| 1Y | +16.0% | +12.5% | +3.5% | +4.8% |
| 3Y | +64.6% | +79.2% | -14.6% | -3.8% |
| 5Y | +46.3% | +75.7% | -29.4% | -14.5% |
| 10Y | +127.5% | +313.7% | -186.2% | -46.0% |
| All | +75.4% | +666.0% | -590.6% | -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