-77.2%
FLD vs VOO
+2.7%
-79.9%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.1% | -0.4% | -19.8% | -19.6% |
| 7D | -28.0% | +2.6% | -30.6% | -30.9% |
| 30D | -37.1% | -2.0% | -35.1% | -34.7% |
| 3M | -32.1% | -2.8% | -29.4% | -28.9% |
| 6M | -77.2% | +2.2% | -79.4% | -76.9% |
| All | -77.2% | +2.7% | -79.9% | -76.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling