+63.9%
FMX vs VOO
+325.3%
-261.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.4% | -1.1% |
| 7D | -2.9% | -0.8% | -2.1% | -2.4% |
| 30D | -0.5% | -1.1% | +0.6% | +0.2% |
| 3M | -7.6% | +3.9% | -11.5% | -10.0% |
| 6M | +10.5% | +13.6% | -3.1% | +1.5% |
| YTD | +19.2% | +12.7% | +6.5% | +9.9% |
| 1Y | +33.3% | +17.6% | +15.7% | +19.4% |
| 3Y | +19.1% | +77.3% | -58.2% | -20.5% |
| 5Y | +58.4% | +84.1% | -25.8% | +1.2% |
| All | +63.9% | +325.3% | -261.3% | -48.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling