+146.3%
FLKR vs VOO
+82.8%
+63.5%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.8% | +2.3% | +2.2% |
| 7D | 0.0% | -0.8% | +0.8% | +0.9% |
| 30D | +7.1% | -1.1% | +8.1% | +8.4% |
| 3M | -2.4% | +3.9% | -6.3% | -5.5% |
| 6M | +45.0% | +13.6% | +31.3% | +30.8% |
| YTD | +94.7% | +12.7% | +82.0% | +77.3% |
| 1Y | +146.1% | +17.6% | +128.5% | +116.5% |
| 3Y | +225.0% | +77.3% | +147.6% | +100.4% |
| All | +146.3% | +82.8% | +63.5% | +46.5% |
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