-95.7%
FLNA vs VOO
+325.3%
-421.0%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.8% | -5.8% | -6.0% |
| 7D | -6.1% | -0.8% | -5.3% | -5.3% |
| 30D | -17.2% | -1.1% | -16.1% | -16.1% |
| 3M | -41.2% | +3.9% | -45.1% | -43.9% |
| 6M | -63.2% | +13.6% | -76.8% | -68.3% |
| YTD | -61.1% | +12.7% | -73.8% | -66.1% |
| 1Y | -64.4% | +17.6% | -81.9% | -70.3% |
| 3Y | -96.3% | +77.3% | -173.6% | -98.2% |
| 5Y | -98.5% | +84.1% | -182.6% | -99.3% |
| All | -95.7% | +325.3% | -421.0% | -99.4% |
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