+118.5%
FMBH vs VOO
+311.2%
-192.7%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | +0.1% |
| 7D | +0.6% | +3.3% | -2.6% | -2.2% |
| 30D | +4.8% | -2.7% | +7.5% | +7.2% |
| 3M | -0.8% | -1.7% | +0.9% | +0.5% |
| 6M | +21.1% | +3.1% | +17.9% | +16.8% |
| YTD | +33.5% | +11.9% | +21.5% | +19.1% |
| 1Y | +39.2% | +12.1% | +27.1% | +24.0% |
| 3Y | +88.1% | +78.6% | +9.6% | +8.2% |
| 5Y | +30.1% | +73.8% | -43.7% | -24.1% |
| All | +118.5% | +311.2% | -192.7% | -53.9% |
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 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