-84.0%
FLD vs VOO
+18.2%
-102.2%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.8% | +2.8% | +2.1% |
| 7D | +0.6% | -0.8% | +1.3% | +2.0% |
| 30D | +16.8% | -1.1% | +17.9% | +19.8% |
| 3M | -19.1% | +3.9% | -23.0% | -23.7% |
| 6M | -58.3% | +13.6% | -71.9% | -67.0% |
| YTD | -79.2% | +12.7% | -91.9% | -83.4% |
| 1Y | -84.0% | +17.6% | -101.6% | -90.0% |
| All | -84.0% | +18.2% | -102.2% | -90.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling