+17.7%
FSMB vs VOO
+226.8%
-209.1%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | -0.1% | +0.1% | -0.2% | -0.1% |
| 30D | -0.1% | +0.1% | -0.1% | -0.1% |
| 3M | 0.0% | +2.0% | -2.0% | -0.1% |
| 6M | 0.0% | +13.0% | -13.0% | -0.4% |
| YTD | +1.1% | +13.6% | -12.4% | +0.7% |
| 1Y | +2.2% | +20.1% | -17.9% | +1.5% |
| 3Y | +10.7% | +77.6% | -66.9% | +8.2% |
| 5Y | +7.3% | +82.4% | -75.2% | +4.6% |
| All | +17.7% | +226.8% | -209.1% | +10.7% |
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