+54.1%
FLBR vs VOO
+77.4%
-23.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.6% | -1.3% |
| 7D | +1.7% | -0.8% | +2.5% | +2.3% |
| 30D | +13.3% | -1.1% | +14.4% | +14.2% |
| 3M | +9.6% | +3.9% | +5.7% | +6.5% |
| 6M | +3.2% | +13.6% | -10.5% | -6.0% |
| YTD | +26.4% | +12.7% | +13.7% | +15.9% |
| 1Y | +37.5% | +17.6% | +19.9% | +22.7% |
| 3Y | +54.1% | +77.3% | -23.2% | -2.7% |
| All | +54.1% | +77.4% | -23.3% | -2.7% |
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