+69.9%
FLLA vs VOO
+213.8%
-143.9%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.3% | -0.3% |
| 7D | +4.3% | +0.1% | +4.2% | +4.2% |
| 30D | +2.6% | +0.1% | +2.6% | +2.6% |
| 3M | +5.8% | +2.0% | +3.8% | +3.9% |
| 6M | +2.3% | +13.0% | -10.7% | -7.9% |
| YTD | +19.1% | +13.6% | +5.5% | +6.8% |
| 1Y | +34.2% | +20.1% | +14.1% | +14.7% |
| 3Y | +49.5% | +77.6% | -28.0% | -10.4% |
| 5Y | +67.8% | +82.4% | -14.7% | -3.3% |
| All | +69.9% | +213.8% | -143.9% | -40.7% |
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