+92.2%
FLMX vs VOO
+240.7%
-148.6%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.6% |
| 7D | -1.6% | -0.8% | -0.9% | -1.1% |
| 30D | -1.4% | -1.1% | -0.3% | -0.6% |
| 3M | -1.2% | +3.9% | -5.1% | -4.0% |
| 6M | +2.3% | +13.6% | -11.4% | -7.0% |
| YTD | +10.2% | +12.7% | -2.5% | +0.9% |
| 1Y | +18.3% | +17.6% | +0.7% | +4.9% |
| 3Y | +37.7% | +77.3% | -39.6% | -10.9% |
| 5Y | +77.1% | +84.1% | -7.1% | +10.2% |
| All | +92.2% | +240.7% | -148.6% | -20.6% |
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