-0.3%
FTMA vs VOO
+13.1%
-13.5%
-3.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | -0.1% | -0.5% |
| 7D | -0.4% | -0.4% | 0.0% | -0.4% |
| 30D | -1.8% | -1.4% | -0.4% | -1.7% |
| 3M | -2.5% | +3.7% | -6.2% | -2.8% |
| 6M | -1.5% | +13.0% | -14.5% | -2.9% |
| YTD | -0.4% | +12.4% | -12.8% | -1.8% |
| All | -0.3% | +13.1% | -13.5% | -1.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling