-85.6%
FMC vs VOO
+309.6%
-395.2%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.4% | +3.3% | +3.3% |
| 7D | -7.5% | +2.6% | -10.0% | -9.9% |
| 30D | -35.6% | -2.0% | -33.6% | -34.9% |
| 3M | -48.3% | -2.8% | -45.5% | -47.3% |
| 6M | -58.4% | +2.2% | -60.6% | -59.7% |
| YTD | -61.7% | +11.5% | -73.2% | -66.0% |
| 1Y | -60.8% | +13.5% | -74.3% | -65.8% |
| 3Y | -88.5% | +78.1% | -166.6% | -93.6% |
| 5Y | -94.2% | +73.1% | -167.4% | -96.7% |
| All | -85.6% | +309.6% | -395.2% | -96.9% |
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