-94.0%
FMC vs VOO
+72.0%
-166.0%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +2.3% | -6.3% | -5.8% |
| 7D | -16.8% | +0.1% | -16.8% | -16.8% |
| 30D | -35.2% | -3.3% | -31.9% | -33.8% |
| 3M | -48.5% | -2.4% | -46.1% | -47.8% |
| 6M | -59.0% | +2.6% | -61.6% | -60.2% |
| YTD | -60.2% | +11.3% | -71.5% | -63.9% |
| 1Y | -60.3% | +13.4% | -73.7% | -64.6% |
| 3Y | -87.8% | +80.3% | -168.1% | -92.3% |
| 5Y | -94.0% | +72.7% | -166.8% | -96.1% |
| All | -94.0% | +72.0% | -166.0% | -96.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling