+380.9%
FSM vs VOO
+817.1%
-436.2%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.4% | -2.4% | -2.5% |
| 7D | +0.4% | +0.1% | +0.3% | +0.4% |
| 30D | +28.2% | +0.1% | +28.2% | +28.3% |
| 3M | +30.3% | +2.0% | +28.3% | +28.9% |
| 6M | -0.6% | +13.0% | -13.6% | -8.8% |
| YTD | +25.5% | +13.6% | +11.9% | +14.9% |
| 1Y | +61.5% | +20.1% | +41.5% | +42.1% |
| 3Y | +311.7% | +77.6% | +234.1% | +169.3% |
| 5Y | +169.4% | +82.4% | +86.9% | +72.1% |
| 10Y | +47.4% | +316.8% | -269.4% | -50.5% |
| All | +380.9% | +817.1% | -436.2% | -40.1% |
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