-71.6%
FLNC vs VOO
+79.5%
-151.1%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.8% | +1.6% | +0.5% |
| 7D | -4.1% | -0.8% | -3.3% | -2.2% |
| 30D | -24.8% | -1.1% | -23.7% | -22.6% |
| 3M | -59.1% | +3.9% | -63.0% | -61.8% |
| 6M | -42.0% | +13.6% | -55.6% | -54.5% |
| YTD | -49.8% | +12.7% | -62.5% | -59.2% |
| 1Y | +43.1% | +17.6% | +25.5% | +10.6% |
| 3Y | -61.0% | +77.3% | -138.3% | -87.7% |
| All | -71.6% | +79.5% | -151.1% | -89.4% |
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 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