+228.9%
FMX vs VOO
+807.8%
-578.9%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.0% |
| 7D | -2.8% | -0.4% | -2.4% | -2.5% |
| 30D | -1.6% | -1.4% | -0.2% | -0.6% |
| 3M | -2.1% | +3.7% | -5.8% | -4.8% |
| 6M | +11.2% | +13.0% | -1.9% | +1.2% |
| YTD | +20.2% | +12.4% | +7.8% | +9.8% |
| 1Y | +39.6% | +18.6% | +21.0% | +22.3% |
| 3Y | +22.9% | +78.1% | -55.2% | -22.8% |
| 5Y | +62.6% | +82.3% | -19.7% | -1.9% |
| 10Y | +67.4% | +322.5% | -255.1% | -53.4% |
| All | +228.9% | +807.8% | -578.9% | -55.9% |
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