+24.8%
FEMB vs VOO
+309.6%
-284.8%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | -1.3% | +2.6% | -3.8% | -1.8% |
| 30D | -1.9% | -2.0% | +0.1% | -1.5% |
| 3M | -3.5% | -2.8% | -0.8% | -3.0% |
| 6M | -1.3% | +2.2% | -3.5% | -1.9% |
| YTD | -0.3% | +11.5% | -11.9% | -2.8% |
| 1Y | +0.7% | +13.5% | -12.8% | -2.2% |
| 3Y | +22.0% | +78.1% | -56.1% | +6.4% |
| 5Y | +17.3% | +73.1% | -55.9% | +2.1% |
| All | +24.8% | +309.6% | -284.8% | -5.1% |
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