-44.0%
FIEE vs VOO
+807.8%
-851.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -0.5% | +11.6% | +11.4% |
| 7D | +1.7% | -0.4% | +2.1% | +1.9% |
| 30D | +15.4% | -1.4% | +16.8% | +16.4% |
| 3M | +4.2% | +3.7% | +0.5% | +1.6% |
| 6M | -35.0% | +13.0% | -48.0% | -40.1% |
| YTD | +30.8% | +12.4% | +18.4% | +21.7% |
| 1Y | +41.9% | +18.6% | +23.3% | +27.9% |
| 3Y | +145.6% | +78.1% | +67.6% | +79.6% |
| 5Y | -92.0% | +82.3% | -174.3% | -94.2% |
| 10Y | -94.1% | +322.5% | -416.7% | -97.1% |
| All | -44.0% | +807.8% | -851.8% | -29.5% |
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