+53.4%
FLCV vs VOO
+41.2%
+12.2%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.5% |
| 7D | +3.0% | +2.6% | +0.4% | +1.0% |
| 30D | +4.7% | -2.0% | +6.6% | +6.2% |
| 3M | +1.9% | -2.8% | +4.7% | +4.0% |
| 6M | +13.2% | +2.2% | +11.1% | +11.0% |
| YTD | +24.5% | +11.5% | +13.0% | +13.7% |
| 1Y | +28.7% | +13.5% | +15.2% | +15.9% |
| All | +53.4% | +41.2% | +12.2% | +15.3% |
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