+637.9%
FER vs VOO
+593.8%
+44.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | 0.0% |
| 7D | +5.6% | -0.9% | +6.6% | +5.9% |
| 30D | +23.7% | -2.3% | +26.1% | +24.7% |
| 3M | -5.2% | -1.2% | -4.0% | -4.8% |
| 6M | -10.2% | +3.3% | -13.6% | -11.3% |
| YTD | -2.7% | +12.3% | -15.0% | -6.6% |
| 1Y | -0.8% | +12.5% | -13.3% | -4.9% |
| 3Y | +101.2% | +79.2% | +22.0% | +65.1% |
| 5Y | +122.3% | +75.7% | +46.6% | +81.8% |
| 10Y | +320.5% | +313.7% | +6.9% | +171.8% |
| All | +637.9% | +593.8% | +44.1% | +419.3% |
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