+123.1%
FENY vs VOO
+442.8%
-319.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.3% |
| 7D | +0.2% | -0.4% | +0.5% | +0.5% |
| 30D | +8.1% | -1.4% | +9.5% | +9.5% |
| 3M | +14.6% | +3.7% | +10.9% | +9.8% |
| 6M | +17.1% | +13.0% | +4.1% | +2.0% |
| YTD | +47.9% | +12.4% | +35.4% | +29.3% |
| 1Y | +53.5% | +18.6% | +34.9% | +26.6% |
| 3Y | +56.3% | +78.1% | -21.7% | -17.3% |
| 5Y | +224.3% | +82.3% | +142.0% | +63.4% |
| 10Y | +167.2% | +322.5% | -155.3% | -48.6% |
| All | +123.1% | +442.8% | -319.7% | -66.8% |
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