-72.9%
FMC vs VOO
+806.9%
-879.8%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | -1.2% |
| 7D | -12.0% | -0.9% | -11.1% | -11.3% |
| 30D | -32.1% | -2.3% | -29.7% | -31.0% |
| 3M | -45.2% | -1.2% | -44.1% | -45.2% |
| 6M | -56.2% | +3.3% | -59.6% | -58.3% |
| YTD | -58.4% | +12.3% | -70.7% | -63.7% |
| 1Y | -58.3% | +12.5% | -70.8% | -63.7% |
| 3Y | -87.6% | +79.2% | -166.7% | -93.5% |
| 5Y | -93.7% | +75.7% | -169.4% | -96.7% |
| 10Y | -84.2% | +313.7% | -397.9% | -97.1% |
| All | -72.9% | +806.9% | -879.8% | -98.2% |
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