+81.0%
FMAO vs VOO
+82.8%
-1.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.7% | -0.5% |
| 7D | +0.6% | -0.8% | +1.3% | +1.1% |
| 30D | +0.9% | -1.1% | +2.0% | +1.7% |
| 3M | +26.0% | +3.9% | +22.1% | +22.2% |
| 6M | +42.9% | +13.6% | +29.3% | +28.8% |
| YTD | +45.9% | +12.7% | +33.2% | +32.3% |
| 1Y | +38.6% | +17.6% | +21.0% | +21.3% |
| 3Y | +116.7% | +77.3% | +39.4% | +40.7% |
| All | +81.0% | +82.8% | -1.8% | +12.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling