+57.7%
FLHY vs VOO
+212.4%
-154.8%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.2% |
| 7D | -0.8% | -0.8% | 0.0% | -0.6% |
| 30D | -0.7% | -1.1% | +0.3% | -0.4% |
| 3M | 0.0% | +3.9% | -3.9% | -1.3% |
| 6M | +1.7% | +13.6% | -11.9% | -2.4% |
| YTD | +2.0% | +12.7% | -10.7% | -1.9% |
| 1Y | +4.0% | +17.6% | -13.6% | -1.4% |
| 3Y | +27.6% | +77.3% | -49.7% | +5.3% |
| 5Y | +23.8% | +84.1% | -60.4% | 0.0% |
| All | +57.7% | +212.4% | -154.8% | +5.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling