-72.6%
FMST vs VOO
+18.2%
-90.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | +0.8% | -10.6% | -12.3% |
| 7D | -14.3% | -0.8% | -13.5% | -12.5% |
| 30D | -39.2% | -1.1% | -38.1% | -37.2% |
| 3M | -47.7% | +3.9% | -51.6% | -54.3% |
| 6M | -60.9% | +13.6% | -74.5% | -74.0% |
| YTD | -61.3% | +12.7% | -74.0% | -73.5% |
| 1Y | -72.6% | +17.6% | -90.2% | -84.3% |
| All | -72.6% | +18.2% | -90.8% | -84.3% |
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 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