+40.4%
FMB vs VOO
+392.9%
-352.5%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.3% | -2.2% | 0.0% |
| 7D | +1.1% | +0.1% | +1.0% | +1.1% |
| 30D | +4.4% | -3.3% | +7.7% | +4.6% |
| 3M | -0.3% | -2.4% | +2.1% | -0.2% |
| 6M | -0.5% | +2.6% | -3.1% | -0.7% |
| YTD | +0.8% | +11.3% | -10.5% | +0.2% |
| 1Y | +1.2% | +13.4% | -12.3% | +0.5% |
| 3Y | +12.8% | +80.3% | -67.5% | +9.0% |
| 5Y | +2.6% | +72.7% | -70.1% | -0.8% |
| 10Y | +24.5% | +310.0% | -285.5% | +16.3% |
| All | +40.4% | +392.9% | -352.5% | +32.7% |
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 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