+322.5%
VOO vs FE
+110.4%
+212.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | +0.1% | -0.3% |
| 7D | -0.4% | -0.2% | -0.2% | -0.3% |
| 30D | -1.4% | -1.2% | -0.2% | -1.0% |
| 3M | +3.7% | +1.7% | +2.1% | +3.0% |
| 6M | +13.0% | -7.5% | +20.5% | +15.5% |
| YTD | +12.4% | +6.3% | +6.1% | +9.7% |
| 1Y | +18.6% | +10.9% | +7.7% | +14.0% |
| 3Y | +78.1% | +46.9% | +31.1% | +53.5% |
| 5Y | +82.3% | +47.6% | +34.7% | +55.8% |
| 10Y | +322.5% | +114.5% | +208.1% | +242.7% |
| All | +322.5% | +110.4% | +212.2% | +242.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 10y: compounded portfolio wealth divided by compounded FE 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…
10y analysis · Full analysis span regression · 6 months rolling