+74.5%
FEMR vs VOO
+31.3%
+43.2%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.3% |
| 7D | +2.5% | -0.4% | +2.9% | +2.8% |
| 30D | +5.3% | -1.4% | +6.6% | +6.6% |
| 3M | +4.4% | +3.7% | +0.7% | +1.1% |
| 6M | +20.8% | +13.0% | +7.8% | +9.0% |
| YTD | +30.9% | +12.4% | +18.5% | +18.7% |
| 1Y | +43.3% | +18.6% | +24.7% | +25.2% |
| All | +74.5% | +31.3% | +43.2% | +40.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling