+118.3%
FSMD vs VOO
+196.0%
-77.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -4.4% | +0.6% | +0.3% |
| 7D | -4.0% | -4.7% | +0.7% | +0.4% |
| 30D | -2.7% | -5.9% | +3.2% | +3.0% |
| 3M | -5.9% | -4.5% | -1.4% | -1.8% |
| 6M | -0.8% | +1.9% | -2.7% | -2.7% |
| YTD | +12.1% | +8.4% | +3.7% | +3.7% |
| 1Y | +14.4% | +9.5% | +5.0% | +5.0% |
| 3Y | +58.1% | +75.3% | -17.2% | -6.9% |
| 5Y | +43.6% | +67.9% | -24.3% | -12.2% |
| All | +118.3% | +196.0% | -77.7% | -22.3% |
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