+71.6%
FEMR vs VOO
+30.5%
+41.1%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.1% |
| 7D | +0.4% | -2.0% | +2.4% | +2.4% |
| 30D | +3.2% | -1.7% | +4.8% | +4.8% |
| 3M | +4.7% | +4.7% | -0.1% | +0.4% |
| 6M | +18.1% | +12.6% | +5.6% | +7.1% |
| YTD | +28.7% | +11.8% | +17.0% | +17.4% |
| 1Y | +40.4% | +17.5% | +22.9% | +23.7% |
| All | +71.6% | +30.5% | +41.1% | +38.4% |
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 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