+517.5%
FMAO vs VOO
+802.4%
-284.9%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +1.8% |
| 7D | +0.6% | -2.0% | +2.6% | +2.0% |
| 30D | +1.0% | -1.7% | +2.7% | +2.2% |
| 3M | +25.1% | +4.7% | +20.3% | +20.9% |
| 6M | +40.8% | +12.6% | +28.3% | +29.1% |
| YTD | +45.6% | +11.8% | +33.9% | +34.2% |
| 1Y | +42.4% | +17.5% | +24.8% | +26.5% |
| 3Y | +111.6% | +77.0% | +34.6% | +43.0% |
| 5Y | +81.9% | +82.6% | -0.7% | +19.3% |
| 10Y | +211.6% | +320.0% | -108.3% | +46.2% |
| All | +517.5% | +802.4% | -284.9% | +192.9% |
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