-83.1%
FRMI vs VOO
+16.3%
-99.4%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.2% | -0.1% |
| 7D | +7.4% | -0.8% | +8.2% | +9.5% |
| 30D | -27.6% | -1.1% | -26.6% | -25.8% |
| 3M | -20.9% | +3.9% | -24.8% | -29.2% |
| 6M | -36.6% | +13.6% | -50.2% | -54.5% |
| YTD | -31.3% | +12.7% | -44.0% | -48.1% |
| All | -83.1% | +16.3% | -99.4% | -86.6% |
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