-99.0%
FMFC vs VOO
+25.9%
-124.9%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.4% | -4.9% | -4.8% |
| 7D | -32.5% | +2.6% | -35.0% | -34.6% |
| 30D | -67.6% | -2.0% | -65.6% | -66.4% |
| 3M | -81.0% | -2.8% | -78.3% | -80.2% |
| 6M | -89.0% | +2.2% | -91.1% | -89.3% |
| YTD | -83.4% | +11.5% | -94.9% | -85.3% |
| 1Y | -93.3% | +13.5% | -106.7% | -94.0% |
| All | -99.0% | +25.9% | -124.9% | -99.4% |
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