-83.0%
FRMI vs VOO
+16.0%
-99.0%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.7% | -2.0% |
| 7D | +15.9% | -0.4% | +16.3% | +16.7% |
| 30D | -6.0% | -1.4% | -4.6% | -2.9% |
| 3M | -1.6% | +3.7% | -5.3% | -12.5% |
| 6M | -30.7% | +13.0% | -43.7% | -49.6% |
| YTD | -30.9% | +12.4% | -43.3% | -47.5% |
| All | -83.0% | +16.0% | -99.0% | -86.5% |
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 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