-72.3%
FLNC vs VOO
+78.0%
-150.3%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.6% | -3.6% | -2.8% |
| 7D | -5.0% | -2.0% | -3.0% | -0.4% |
| 30D | -26.1% | -1.7% | -24.4% | -22.9% |
| 3M | -55.2% | +4.7% | -59.9% | -58.8% |
| 6M | -42.6% | +12.6% | -55.1% | -54.0% |
| YTD | -51.0% | +11.8% | -62.8% | -59.4% |
| 1Y | +43.3% | +17.5% | +25.8% | +11.1% |
| 3Y | -63.4% | +77.0% | -140.4% | -88.4% |
| All | -72.3% | +78.0% | -150.3% | -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 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