+61.1%
FMAO vs VOO
+14.7%
+46.5%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.6% | +1.4% | +2.5% |
| 7D | +2.5% | -0.7% | +3.2% | +2.7% |
| 30D | +6.7% | -1.1% | +7.8% | +7.0% |
| 3M | +8.6% | -0.3% | +8.9% | +8.6% |
| 6M | +43.8% | +7.4% | +36.5% | +40.2% |
| YTD | +55.3% | +13.4% | +41.9% | +48.8% |
| 1Y | +61.1% | +14.8% | +46.3% | +53.5% |
| All | +61.1% | +14.7% | +46.5% | +53.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling