+25.3%
FMED vs VOO
+85.7%
-60.3%
-21.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.3% |
| 7D | 0.0% | +0.5% | -0.6% | -0.5% |
| 30D | +5.6% | -0.9% | +6.5% | +6.4% |
| 3M | +29.4% | +3.9% | +25.5% | +25.2% |
| 6M | +25.6% | +14.5% | +11.0% | +11.9% |
| YTD | +16.6% | +13.0% | +3.7% | +5.1% |
| 1Y | +25.5% | +19.4% | +6.0% | +8.0% |
| 3Y | +35.4% | +78.9% | -43.5% | -18.7% |
| All | +25.3% | +85.7% | -60.3% | -26.4% |
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 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