+18.3%
FSMB vs VOO
+211.8%
-193.5%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.4% | +4.5% | +0.3% |
| 7D | +0.4% | -4.7% | +5.1% | +0.6% |
| 30D | +2.1% | -5.9% | +8.0% | +2.3% |
| 3M | +0.4% | -4.5% | +4.9% | +0.6% |
| 6M | +0.9% | +1.9% | -0.9% | +0.9% |
| YTD | +1.7% | +8.4% | -6.7% | +1.3% |
| 1Y | +2.3% | +9.5% | -7.1% | +2.0% |
| 3Y | +11.6% | +75.3% | -63.7% | +9.1% |
| 5Y | +8.0% | +67.9% | -59.8% | +5.7% |
| All | +18.3% | +211.8% | -193.5% | +11.4% |
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