-95.4%
FMFC vs VOO
+28.2%
-123.6%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.4% | -3.9% | -3.8% |
| 7D | -11.8% | +0.1% | -12.0% | -12.0% |
| 30D | -34.5% | +0.1% | -34.6% | -34.6% |
| 3M | -47.2% | +2.0% | -49.3% | -49.0% |
| 6M | -57.0% | +13.0% | -70.0% | -63.0% |
| YTD | -25.6% | +13.6% | -39.1% | -36.1% |
| 1Y | -98.2% | +20.1% | -118.2% | -98.5% |
| All | -95.4% | +28.2% | -123.6% | -97.4% |
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