+174.4%
FEP vs VOO
+306.9%
-132.5%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.3% | -0.4% |
| 7D | +1.9% | -0.6% | +2.5% | +2.4% |
| 30D | +3.0% | -3.6% | +6.6% | +6.2% |
| 3M | -2.9% | -2.7% | -0.2% | -0.7% |
| 6M | -0.7% | +2.2% | -2.9% | -2.8% |
| YTD | +9.4% | +10.9% | -1.5% | 0.0% |
| 1Y | +15.5% | +11.3% | +4.2% | +5.2% |
| 3Y | +96.7% | +76.9% | +19.8% | +18.2% |
| 5Y | +58.6% | +73.5% | -15.0% | -3.6% |
| 10Y | +174.4% | +307.7% | -133.3% | -24.0% |
| All | +174.4% | +306.9% | -132.5% | -24.0% |
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 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