+61.9%
FMET vs VOO
+80.6%
-18.7%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | -0.1% | 0.0% |
| 7D | -0.2% | -0.4% | +0.2% | +0.2% |
| 30D | -1.2% | -1.4% | +0.2% | +0.5% |
| 3M | +2.8% | +3.7% | -0.9% | -1.6% |
| 6M | +15.6% | +13.0% | +2.6% | +0.1% |
| YTD | +6.4% | +12.4% | -6.1% | -7.2% |
| 1Y | +5.6% | +18.6% | -13.0% | -13.3% |
| 3Y | +56.4% | +78.1% | -21.7% | -19.3% |
| All | +61.9% | +80.6% | -18.7% | -20.0% |
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