+128.8%
FSMD vs VOO
+210.2%
-81.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.6% |
| 7D | +0.4% | +0.1% | +0.2% | +0.2% |
| 30D | -1.4% | +0.1% | -1.4% | -1.4% |
| 3M | +1.8% | +2.0% | -0.2% | -0.2% |
| 6M | +11.0% | +13.0% | -2.1% | -1.2% |
| YTD | +17.5% | +13.6% | +3.9% | +4.1% |
| 1Y | +18.1% | +20.1% | -2.0% | -0.7% |
| 3Y | +56.5% | +77.6% | -21.0% | -8.9% |
| 5Y | +58.0% | +82.4% | -24.4% | -10.6% |
| All | +128.8% | +210.2% | -81.3% | -22.0% |
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