+71.0%
FCLD vs VOO
+86.5%
-15.5%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | -1.0% |
| 7D | -3.0% | -0.8% | -2.2% | -1.9% |
| 30D | +1.3% | -1.1% | +2.4% | +3.0% |
| 3M | +18.0% | +3.9% | +14.1% | +12.0% |
| 6M | +54.7% | +13.6% | +41.1% | +29.3% |
| YTD | +46.4% | +12.7% | +33.7% | +24.0% |
| 1Y | +48.7% | +17.6% | +31.1% | +18.8% |
| 3Y | +115.0% | +77.3% | +37.7% | -2.5% |
| All | +71.0% | +86.5% | -15.5% | -24.9% |
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