+138.4%
FLEU vs VOO
+237.9%
-99.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.3% |
| 7D | -1.8% | -2.0% | +0.2% | -0.6% |
| 30D | -3.2% | -1.7% | -1.5% | -2.2% |
| 3M | +4.4% | +4.7% | -0.3% | +1.5% |
| 6M | +10.0% | +12.6% | -2.6% | +2.5% |
| YTD | +9.4% | +11.8% | -2.4% | +2.4% |
| 1Y | +18.0% | +17.5% | +0.4% | +7.2% |
| 3Y | +72.9% | +77.0% | -4.1% | +23.6% |
| 5Y | +74.7% | +82.6% | -7.9% | +21.7% |
| All | +138.4% | +237.9% | -99.5% | +33.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling