+60.6%
FMAG vs VOO
+77.4%
-16.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.2% | +0.1% |
| 7D | -0.7% | -0.8% | +0.1% | +0.2% |
| 30D | -3.6% | -1.1% | -2.5% | -2.4% |
| 3M | 0.0% | +3.9% | -3.9% | -4.2% |
| 6M | +7.7% | +13.6% | -6.0% | -6.6% |
| YTD | +4.7% | +12.7% | -8.0% | -8.4% |
| 1Y | +1.0% | +17.6% | -16.6% | -15.7% |
| 3Y | +60.6% | +77.3% | -16.7% | -15.0% |
| All | +60.6% | +77.4% | -16.8% | -15.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling