+73.2%
FCLD vs VOO
+86.9%
-13.7%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -0.9% |
| 7D | -0.3% | +0.5% | -0.9% | -1.1% |
| 30D | +4.9% | -0.9% | +5.8% | +6.4% |
| 3M | +16.1% | +3.9% | +12.2% | +10.1% |
| 6M | +59.1% | +14.5% | +44.5% | +31.5% |
| YTD | +48.3% | +13.0% | +35.3% | +25.2% |
| 1Y | +52.3% | +19.4% | +32.9% | +19.0% |
| 3Y | +119.8% | +78.9% | +40.9% | -1.6% |
| All | +73.2% | +86.9% | -13.7% | -24.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling