+66.5%
FEPI vs VOO
+80.3%
-13.8%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | 0.0% |
| 7D | -0.1% | -2.0% | +1.9% | +2.2% |
| 30D | +3.4% | -1.7% | +5.1% | +5.4% |
| 3M | +4.6% | +4.7% | -0.2% | -0.6% |
| 6M | +12.2% | +12.6% | -0.4% | -1.6% |
| YTD | +8.9% | +11.8% | -2.9% | -3.6% |
| 1Y | +16.5% | +17.5% | -1.1% | -2.4% |
| All | +66.5% | +80.3% | -13.8% | -9.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling