+15.3%
FUMB vs VOO
+211.1%
-195.8%
-2.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.9% | -0.1% |
| 7D | -0.1% | -0.8% | +0.6% | -0.1% |
| 30D | 0.0% | -1.1% | +1.0% | 0.0% |
| 3M | +0.4% | +3.9% | -3.5% | +0.4% |
| 6M | +0.9% | +13.6% | -12.7% | +0.8% |
| YTD | +1.7% | +12.7% | -11.0% | +1.5% |
| 1Y | +2.1% | +17.6% | -15.5% | +1.9% |
| 3Y | +9.0% | +77.3% | -68.3% | +8.2% |
| 5Y | +10.7% | +84.1% | -73.4% | +9.9% |
| All | +15.3% | +211.1% | -195.8% | +13.6% |
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