+270.3%
FSM vs VOO
+775.2%
-504.9%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.4% | +3.2% | +2.4% |
| 7D | +1.2% | -4.7% | +5.9% | +5.2% |
| 30D | -15.2% | -5.9% | -9.3% | -10.8% |
| 3M | -1.3% | -4.5% | +3.3% | +2.8% |
| 6M | +2.6% | +1.9% | +0.7% | +2.1% |
| YTD | -3.4% | +8.4% | -11.8% | -7.9% |
| 1Y | +20.3% | +9.5% | +10.9% | +14.0% |
| 3Y | +213.9% | +75.3% | +138.6% | +108.5% |
| 5Y | +86.2% | +67.9% | +18.4% | +27.0% |
| 10Y | +33.7% | +314.4% | -280.7% | -55.2% |
| All | +270.3% | +775.2% | -504.9% | -52.0% |
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 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