+162.3%
FLCA vs VOO
+237.9%
-75.5%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.7% |
| 7D | -3.6% | -2.0% | -1.6% | -2.1% |
| 30D | -2.0% | -1.7% | -0.3% | -0.7% |
| 3M | +5.2% | +4.7% | +0.4% | +1.4% |
| 6M | +7.2% | +12.6% | -5.4% | -2.3% |
| YTD | +12.3% | +11.8% | +0.5% | +2.9% |
| 1Y | +23.8% | +17.5% | +6.3% | +9.2% |
| 3Y | +88.4% | +77.0% | +11.4% | +20.3% |
| 5Y | +82.5% | +82.6% | -0.1% | +12.8% |
| All | +162.3% | +237.9% | -75.5% | +9.3% |
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