+316.5%
FDMO vs VOO
+327.5%
-11.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.2% |
| 7D | +1.4% | +0.1% | +1.3% | +1.3% |
| 30D | -0.5% | +0.1% | -0.5% | -0.5% |
| 3M | -1.3% | +2.0% | -3.3% | -3.1% |
| 6M | +13.8% | +13.0% | +0.8% | +0.9% |
| YTD | +13.7% | +13.6% | +0.1% | +0.4% |
| 1Y | +19.9% | +20.1% | -0.1% | +0.2% |
| 3Y | +96.8% | +77.6% | +19.3% | +12.9% |
| 5Y | +92.2% | +82.4% | +9.8% | +7.5% |
| All | +316.5% | +327.5% | -11.0% | +3.3% |
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