+46.4%
FLC vs VOO
+77.0%
-30.6%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.3% | 0.0% |
| 7D | -0.2% | -0.4% | +0.2% | -0.1% |
| 30D | -1.3% | -1.4% | +0.1% | -0.8% |
| 3M | +0.4% | +3.7% | -3.3% | -1.0% |
| 6M | +0.5% | +13.0% | -12.6% | -4.2% |
| YTD | -1.2% | +12.4% | -13.6% | -5.7% |
| 1Y | +1.6% | +18.6% | -17.0% | -5.1% |
| All | +46.4% | +77.0% | -30.6% | +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