+95.3%
FLMX vs VOO
+241.5%
-146.2%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.5% | +0.4% |
| 7D | +1.2% | +0.5% | +0.7% | +0.8% |
| 30D | -1.3% | -0.9% | -0.4% | -0.6% |
| 3M | +3.7% | +3.9% | -0.2% | +0.7% |
| 6M | +4.8% | +14.5% | -9.8% | -5.2% |
| YTD | +12.1% | +13.0% | -0.9% | +2.4% |
| 1Y | +23.3% | +19.4% | +3.8% | +8.1% |
| 3Y | +42.1% | +78.9% | -36.7% | -8.6% |
| 5Y | +80.9% | +82.3% | -1.4% | +13.4% |
| All | +95.3% | +241.5% | -146.2% | -19.5% |
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