+156.0%
FMBH vs VOO
+325.3%
-169.3%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | -0.4% |
| 7D | -0.6% | -0.8% | +0.2% | +0.1% |
| 30D | -1.1% | -1.1% | -0.1% | -0.2% |
| 3M | +11.0% | +3.9% | +7.1% | +6.8% |
| 6M | +30.0% | +13.6% | +16.4% | +14.8% |
| YTD | +33.0% | +12.7% | +20.3% | +18.4% |
| 1Y | +30.2% | +17.6% | +12.6% | +11.3% |
| 3Y | +102.2% | +77.3% | +24.8% | +17.5% |
| 5Y | +46.5% | +84.1% | -37.6% | -19.0% |
| All | +156.0% | +325.3% | -169.3% | -35.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling