+76.9%
FLAX vs VOO
+222.6%
-145.7%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.3% | +0.7% | +1.3% |
| 7D | -0.5% | +0.1% | -0.6% | -0.5% |
| 30D | -8.4% | -3.3% | -5.1% | -6.0% |
| 3M | -6.7% | -2.4% | -4.3% | -4.8% |
| 6M | -9.2% | +2.6% | -11.8% | -10.4% |
| YTD | +13.1% | +11.3% | +1.9% | +5.7% |
| 1Y | +15.0% | +13.4% | +1.6% | +6.1% |
| 3Y | +76.4% | +80.3% | -3.8% | +17.7% |
| 5Y | +39.6% | +72.7% | -33.2% | -4.9% |
| All | +76.9% | +222.6% | -145.7% | -21.5% |
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