+219.4%
FLC vs VOO
+817.1%
-597.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.1% |
| 7D | -0.8% | +0.1% | -0.9% | -0.8% |
| 30D | -1.6% | +0.1% | -1.7% | -1.7% |
| 3M | -0.3% | +2.0% | -2.3% | -1.5% |
| 6M | -3.1% | +13.0% | -16.1% | -9.5% |
| YTD | -1.2% | +13.6% | -14.8% | -8.0% |
| 1Y | +2.3% | +20.1% | -17.7% | -7.6% |
| 3Y | +43.2% | +77.6% | -34.4% | +3.0% |
| 5Y | -1.0% | +82.4% | -83.5% | -30.8% |
| 10Y | +54.6% | +316.8% | -262.2% | -30.2% |
| All | +219.4% | +817.1% | -597.7% | -1.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling