+77.4%
FLLA vs VOO
+82.3%
-4.9%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.1% | +1.9% |
| 7D | +4.2% | +0.5% | +3.6% | +3.8% |
| 30D | +5.2% | -0.9% | +6.1% | +5.8% |
| 3M | +10.8% | +3.9% | +7.0% | +7.9% |
| 6M | +8.2% | +14.5% | -6.4% | -1.2% |
| YTD | +20.9% | +13.0% | +8.0% | +11.5% |
| 1Y | +34.9% | +19.4% | +15.4% | +19.9% |
| 3Y | +57.2% | +78.9% | -21.7% | +6.7% |
| 5Y | +77.4% | +82.3% | -4.9% | +18.4% |
| All | +77.4% | +82.3% | -4.9% | +18.4% |
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