+0.2%
FTMA vs VOO
+12.2%
-12.0%
-6.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.4% |
| 7D | -0.9% | +2.6% | -3.5% | -1.1% |
| 30D | +2.8% | -2.0% | +4.8% | +3.0% |
| 3M | -1.7% | -2.8% | +1.0% | -1.5% |
| 6M | -1.1% | +2.2% | -3.2% | -1.3% |
| YTD | +0.1% | +11.5% | -11.4% | -1.2% |
| 1Y | +0.6% | +13.5% | -12.9% | -0.8% |
| All | +0.2% | +12.2% | -12.0% | -1.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling