+36.2%
FMF vs VOO
+309.6%
-273.4%
-16.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | +0.5% | +2.6% | -2.0% | +0.5% |
| 30D | -2.3% | -2.0% | -0.4% | -2.3% |
| 3M | +1.6% | -2.8% | +4.4% | +1.7% |
| 6M | -0.3% | +2.2% | -2.4% | -0.3% |
| YTD | +10.3% | +11.5% | -1.2% | +10.0% |
| 1Y | +10.4% | +13.5% | -3.1% | +10.0% |
| 3Y | +20.6% | +78.1% | -57.5% | +19.5% |
| 5Y | +28.2% | +73.1% | -45.0% | +28.1% |
| All | +36.2% | +309.6% | -273.4% | +39.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling