+587.7%
FER vs VOO
+601.6%
-13.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.1% |
| 7D | -1.2% | +0.1% | -1.3% | -1.2% |
| 30D | -12.8% | +0.1% | -12.8% | -12.8% |
| 3M | -12.7% | +2.0% | -14.7% | -13.3% |
| 6M | -15.6% | +13.0% | -28.6% | -19.2% |
| YTD | -9.3% | +13.6% | -22.9% | -13.2% |
| 1Y | +7.7% | +20.1% | -12.4% | +1.0% |
| 3Y | +106.0% | +77.6% | +28.4% | +69.4% |
| 5Y | +126.3% | +82.4% | +43.8% | +82.3% |
| 10Y | +252.0% | +316.8% | -64.8% | +126.6% |
| All | +587.7% | +601.6% | -13.8% | +382.3% |
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