+92.5%
FESM vs VOO
+76.2%
+16.3%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | +0.1% |
| 7D | +1.1% | +0.5% | +0.5% | +0.4% |
| 30D | -2.5% | -0.9% | -1.6% | -1.5% |
| 3M | +5.8% | +3.9% | +1.9% | +1.2% |
| 6M | +23.5% | +14.5% | +9.0% | +5.7% |
| YTD | +25.3% | +13.0% | +12.3% | +9.0% |
| 1Y | +32.2% | +19.4% | +12.8% | +8.2% |
| All | +92.5% | +76.2% | +16.3% | -2.5% |
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