+25.6%
FLMI vs VOO
+254.1%
-228.5%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | +0.4% |
| 7D | -1.0% | -0.8% | -0.3% | -1.0% |
| 30D | -2.8% | -1.1% | -1.7% | -2.7% |
| 3M | -3.3% | +3.9% | -7.1% | -3.4% |
| 6M | -2.3% | +13.6% | -15.9% | -2.9% |
| YTD | -1.0% | +12.7% | -13.7% | -1.6% |
| 1Y | +1.0% | +17.6% | -16.6% | +0.2% |
| 3Y | +15.3% | +77.3% | -62.0% | +11.9% |
| 5Y | +6.3% | +84.1% | -77.8% | +2.8% |
| All | +25.6% | +254.1% | -228.5% | +16.2% |
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 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