-74.3%
FMST vs VOO
+14.7%
-89.0%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +1.6% | +3.7% | +1.2% |
| 7D | +19.9% | -0.7% | +20.6% | +22.3% |
| 30D | +34.5% | -1.1% | +35.6% | +38.5% |
| 3M | -49.0% | -0.3% | -48.7% | -48.4% |
| 6M | -53.0% | +7.4% | -60.3% | -61.5% |
| YTD | -65.6% | +13.4% | -79.0% | -75.6% |
| 1Y | -74.3% | +14.8% | -89.1% | -82.4% |
| All | -74.3% | +14.7% | -89.0% | -82.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling