+636.4%
FER vs VOO
+591.5%
+44.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | +3.3% | +3.3% | 0.0% | +2.1% |
| 30D | +22.9% | -2.7% | +25.6% | +24.1% |
| 3M | -5.7% | -1.7% | -4.0% | -5.2% |
| 6M | -8.9% | +3.1% | -12.0% | -10.0% |
| YTD | -2.9% | +11.9% | -14.8% | -6.7% |
| 1Y | -2.9% | +12.1% | -15.0% | -6.8% |
| 3Y | +100.7% | +78.6% | +22.2% | +65.0% |
| 5Y | +121.8% | +73.8% | +48.0% | +82.2% |
| 10Y | +319.7% | +312.3% | +7.4% | +171.5% |
| All | +636.4% | +591.5% | +44.9% | +418.9% |
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