+197.2%
FMAT vs VOO
+448.3%
-251.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.1% | +0.1% |
| 7D | -1.3% | +0.1% | -1.4% | -1.4% |
| 30D | +0.3% | +0.1% | +0.3% | +0.2% |
| 3M | +1.0% | +2.0% | -1.0% | -1.0% |
| 6M | +0.2% | +13.0% | -12.8% | -11.3% |
| YTD | +14.2% | +13.6% | +0.7% | +0.6% |
| 1Y | +15.8% | +20.1% | -4.3% | -3.6% |
| 3Y | +34.0% | +77.6% | -43.6% | -25.3% |
| 5Y | +36.7% | +82.4% | -45.7% | -26.2% |
| 10Y | +155.7% | +316.8% | -161.1% | -41.5% |
| All | +197.2% | +448.3% | -251.1% | -48.4% |
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