+222.7%
FLJH vs VOO
+240.7%
-18.0%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +1.0% | +1.3% |
| 7D | -1.4% | -0.8% | -0.7% | -0.9% |
| 30D | -2.7% | -1.1% | -1.6% | -1.9% |
| 3M | +3.4% | +3.9% | -0.5% | +0.7% |
| 6M | +12.4% | +13.6% | -1.2% | +3.0% |
| YTD | +21.9% | +12.7% | +9.2% | +12.3% |
| 1Y | +28.6% | +17.6% | +11.0% | +15.1% |
| 3Y | +93.1% | +77.3% | +15.8% | +32.0% |
| 5Y | +142.2% | +84.1% | +58.1% | +60.3% |
| All | +222.7% | +240.7% | -18.0% | +38.8% |
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 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