-96.7%
FLD vs VOO
+77.1%
-173.7%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.1% | -0.4% | -19.8% | -20.0% |
| 7D | -28.0% | +2.6% | -30.6% | -28.9% |
| 30D | -37.1% | -2.0% | -35.1% | -36.4% |
| 3M | -32.1% | -2.8% | -29.4% | -31.0% |
| 6M | -77.2% | +2.2% | -79.4% | -77.3% |
| YTD | -87.7% | +11.5% | -99.2% | -88.1% |
| 1Y | -89.8% | +13.5% | -103.3% | -90.2% |
| 3Y | -96.9% | +78.1% | -175.0% | -97.2% |
| All | -96.7% | +77.1% | -173.7% | -96.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling