+183.1%
FEP vs VOO
+647.2%
-464.1%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -1.3% |
| 7D | -1.4% | -0.9% | -0.5% | -0.7% |
| 30D | +3.3% | -2.3% | +5.6% | +5.3% |
| 3M | -3.3% | -1.2% | -2.1% | -2.4% |
| 6M | -1.1% | +3.3% | -4.4% | -4.1% |
| YTD | +9.1% | +12.3% | -3.2% | -1.4% |
| 1Y | +14.9% | +12.5% | +2.4% | +3.7% |
| 3Y | +96.3% | +79.2% | +17.1% | +16.6% |
| 5Y | +56.5% | +75.7% | -19.1% | -5.9% |
| 10Y | +175.9% | +313.7% | -137.8% | -22.2% |
| All | +183.1% | +647.2% | -464.1% | -50.0% |
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 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