-65.4%
FMC vs VOO
+18.9%
-84.3%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.5% | -3.6% | -3.4% |
| 7D | -7.8% | -0.4% | -7.4% | -7.3% |
| 30D | +17.5% | -1.4% | +18.9% | +19.9% |
| 3M | +7.6% | +3.7% | +3.9% | +0.5% |
| 6M | -11.9% | +13.0% | -25.0% | -29.3% |
| YTD | -10.3% | +12.4% | -22.8% | -26.5% |
| 1Y | -65.4% | +18.6% | -84.0% | -72.3% |
| All | -65.4% | +18.9% | -84.3% | -72.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling