+307.0%
FMBH vs VOO
+817.1%
-510.1%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.7% |
| 7D | +2.0% | +0.1% | +1.9% | +1.9% |
| 30D | -1.4% | +0.1% | -1.5% | -1.5% |
| 3M | +15.6% | +2.0% | +13.6% | +13.7% |
| 6M | +25.0% | +13.0% | +12.0% | +14.7% |
| YTD | +33.8% | +13.6% | +20.3% | +22.4% |
| 1Y | +29.3% | +20.1% | +9.2% | +13.8% |
| 3Y | +91.7% | +77.6% | +14.1% | +30.7% |
| 5Y | +43.2% | +82.4% | -39.2% | -4.7% |
| 10Y | +158.9% | +316.8% | -157.9% | +22.0% |
| All | +307.0% | +817.1% | -510.1% | +86.9% |
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 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