+19.9%
FLMB vs VOO
+256.5%
-236.7%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | +0.1% |
| 7D | +0.4% | -0.9% | +1.3% | +0.5% |
| 30D | +5.5% | -2.3% | +7.9% | +5.6% |
| 3M | -1.0% | -1.2% | +0.1% | -1.0% |
| 6M | -1.3% | +3.3% | -4.6% | -1.5% |
| YTD | +0.2% | +12.3% | -12.1% | -0.5% |
| 1Y | +0.5% | +12.5% | -12.0% | -0.2% |
| 3Y | +14.7% | +79.2% | -64.5% | +10.7% |
| 5Y | +1.3% | +75.7% | -74.4% | -2.3% |
| All | +19.9% | +256.5% | -236.7% | +10.2% |
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