+81.1%
FSM vs VOO
+72.8%
+8.4%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.3% | -5.2% | -5.2% |
| 7D | +7.6% | -0.6% | +8.2% | +8.3% |
| 30D | -12.9% | -3.6% | -9.3% | -9.1% |
| 3M | -11.4% | -2.7% | -8.6% | -8.4% |
| 6M | -11.6% | +2.2% | -13.9% | -12.7% |
| YTD | -3.1% | +10.9% | -14.0% | -11.2% |
| 1Y | +12.9% | +11.3% | +1.6% | +3.2% |
| 3Y | +218.1% | +76.9% | +141.2% | +83.6% |
| 5Y | +81.1% | +73.5% | +7.6% | -5.0% |
| All | +81.1% | +72.8% | +8.4% | -5.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling