-49.1%
FMQQ vs VOO
+86.0%
-135.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.4% | -0.4% |
| 7D | -3.2% | -0.8% | -2.4% | -2.4% |
| 30D | -1.6% | -1.1% | -0.6% | -0.5% |
| 3M | +12.7% | +3.9% | +8.8% | +8.2% |
| 6M | +7.8% | +13.6% | -5.8% | -5.6% |
| YTD | -8.9% | +12.7% | -21.6% | -19.6% |
| 1Y | -17.5% | +17.6% | -35.1% | -30.3% |
| 3Y | +16.2% | +77.3% | -61.1% | -38.3% |
| All | -49.1% | +86.0% | -135.0% | -74.0% |
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