+18.1%
FLMB vs VOO
+256.9%
-238.8%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.5% |
| 7D | -0.8% | -0.4% | -0.5% | -0.8% |
| 30D | -2.4% | -1.4% | -1.0% | -2.3% |
| 3M | -3.2% | +3.7% | -6.9% | -3.4% |
| 6M | -2.5% | +13.0% | -15.5% | -3.2% |
| YTD | -1.2% | +12.4% | -13.7% | -1.9% |
| 1Y | +2.0% | +18.6% | -16.6% | +1.0% |
| 3Y | +11.0% | +78.1% | -67.0% | +7.2% |
| 5Y | -0.8% | +82.3% | -83.1% | -4.6% |
| All | +18.1% | +256.9% | -238.8% | +8.6% |
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