+73.6%
FLC vs VOO
+309.6%
-236.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.7% |
| 7D | -1.6% | +2.6% | -4.1% | -3.1% |
| 30D | +2.1% | -2.0% | +4.1% | +3.2% |
| 3M | -5.1% | -2.8% | -2.3% | -3.6% |
| 6M | -4.0% | +2.2% | -6.2% | -5.5% |
| YTD | -4.8% | +11.5% | -16.3% | -11.3% |
| 1Y | -3.8% | +13.5% | -17.3% | -11.3% |
| 3Y | +40.1% | +78.1% | -38.0% | -4.4% |
| 5Y | -5.3% | +73.1% | -78.4% | -35.0% |
| All | +73.6% | +309.6% | -236.0% | -33.9% |
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