+39.5%
FLC vs VOO
+79.1%
-39.6%
-10.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.8% |
| 7D | -0.3% | +3.3% | -3.5% | -1.4% |
| 30D | -0.2% | -2.7% | +2.5% | +0.7% |
| 3M | -5.3% | -1.7% | -3.6% | -4.8% |
| 6M | -4.7% | +3.1% | -7.8% | -5.8% |
| YTD | -5.3% | +11.9% | -17.2% | -9.3% |
| 1Y | -4.4% | +12.1% | -16.5% | -8.5% |
| All | +39.5% | +79.1% | -39.6% | +8.6% |
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