-94.7%
FLD vs VOO
+77.0%
-171.7%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -1.0% | -1.0% |
| 7D | +20.0% | -0.4% | +20.4% | +20.4% |
| 30D | +22.4% | -1.4% | +23.8% | +24.2% |
| 3M | -9.8% | +3.7% | -13.5% | -12.4% |
| 6M | -60.0% | +13.0% | -73.0% | -63.4% |
| YTD | -78.9% | +12.4% | -91.3% | -80.6% |
| 1Y | -83.9% | +18.6% | -102.5% | -85.6% |
| All | -94.7% | +77.0% | -171.7% | -95.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling