+5.8%
FLMI vs VOO
+81.3%
-75.4%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.9% |
| 7D | -1.4% | -2.0% | +0.6% | -1.3% |
| 30D | -3.2% | -1.7% | -1.5% | -3.1% |
| 3M | -3.5% | +4.7% | -8.3% | -3.7% |
| 6M | -3.0% | +12.6% | -15.5% | -3.3% |
| YTD | -1.4% | +11.8% | -13.2% | -1.8% |
| 1Y | +0.9% | +17.5% | -16.7% | +0.3% |
| 3Y | +14.6% | +77.0% | -62.4% | +12.2% |
| All | +5.8% | +81.3% | -75.4% | +2.9% |
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