+189.7%
FMAT vs VOO
+440.4%
-250.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.3% | -1.3% |
| 7D | +0.1% | +3.3% | -3.2% | -3.0% |
| 30D | +3.1% | -2.7% | +5.8% | +5.8% |
| 3M | -2.5% | -1.7% | -0.8% | -0.9% |
| 6M | -2.4% | +3.1% | -5.5% | -5.5% |
| YTD | +11.3% | +11.9% | -0.6% | -0.7% |
| 1Y | +16.1% | +12.1% | +4.0% | +3.4% |
| 3Y | +41.4% | +78.6% | -37.1% | -21.7% |
| 5Y | +25.6% | +73.8% | -48.2% | -28.8% |
| 10Y | +150.0% | +312.3% | -162.3% | -42.4% |
| All | +189.7% | +440.4% | -250.8% | -49.0% |
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 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