+305.9%
FMBH vs VOO
+803.9%
-497.9%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | 0.0% |
| 7D | +0.6% | +3.3% | -2.6% | -1.5% |
| 30D | +4.8% | -2.7% | +7.5% | +6.6% |
| 3M | -0.8% | -1.7% | +0.9% | +0.2% |
| 6M | +21.1% | +3.1% | +17.9% | +18.0% |
| YTD | +33.5% | +11.9% | +21.5% | +23.0% |
| 1Y | +39.2% | +12.1% | +27.1% | +28.1% |
| 3Y | +88.1% | +78.6% | +9.6% | +27.6% |
| 5Y | +30.1% | +73.8% | -43.7% | -10.9% |
| 10Y | +120.3% | +312.3% | -192.0% | +4.6% |
| All | +305.9% | +803.9% | -497.9% | +87.9% |
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