+59.6%
FMN vs VOO
+812.0%
-752.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | -0.1% | -0.6% |
| 7D | -1.5% | +0.5% | -2.0% | -1.5% |
| 30D | -2.8% | -0.9% | -1.9% | -2.7% |
| 3M | -1.7% | +3.9% | -5.6% | -2.3% |
| 6M | -1.3% | +14.5% | -15.8% | -3.5% |
| YTD | +0.7% | +13.0% | -12.3% | -1.4% |
| 1Y | +4.4% | +19.4% | -15.0% | +1.3% |
| 3Y | +22.4% | +78.9% | -56.4% | +10.9% |
| 5Y | -13.3% | +82.3% | -95.5% | -22.1% |
| 10Y | +5.9% | +314.2% | -308.3% | -14.7% |
| All | +59.6% | +812.0% | -752.4% | +21.3% |
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