+207.6%
FLC vs VOO
+800.4%
-592.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.6% |
| 7D | -1.6% | +2.6% | -4.1% | -2.9% |
| 30D | +2.1% | -2.0% | +4.1% | +3.1% |
| 3M | -5.1% | -2.8% | -2.3% | -3.8% |
| 6M | -4.0% | +2.2% | -6.2% | -5.3% |
| YTD | -4.8% | +11.5% | -16.3% | -10.6% |
| 1Y | -3.8% | +13.5% | -17.3% | -10.5% |
| 3Y | +40.1% | +78.1% | -38.0% | +0.5% |
| 5Y | -5.3% | +73.1% | -78.4% | -31.8% |
| 10Y | +66.9% | +310.7% | -243.9% | -24.1% |
| All | +207.6% | +800.4% | -592.8% | -4.0% |
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