-60.8%
FMC vs VOO
+12.1%
-72.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.4% | +3.3% | +3.2% |
| 7D | -7.5% | +2.6% | -10.0% | -9.1% |
| 30D | -35.6% | -2.0% | -33.6% | -35.0% |
| 3M | -48.3% | -2.8% | -45.5% | -47.2% |
| 6M | -58.4% | +2.2% | -60.6% | -60.5% |
| YTD | -61.7% | +11.5% | -73.2% | -66.9% |
| 1Y | -60.8% | +13.5% | -74.3% | -67.4% |
| All | -60.8% | +12.1% | -72.9% | -67.4% |
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