-28.1%
FLOC vs VOO
+31.0%
-59.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.2% | +1.1% |
| 7D | -1.8% | -0.8% | -1.1% | -0.9% |
| 30D | -11.1% | -1.1% | -10.1% | -10.0% |
| 3M | -11.8% | +3.9% | -15.7% | -16.1% |
| 6M | -9.6% | +13.6% | -23.2% | -24.0% |
| YTD | +12.4% | +12.7% | -0.3% | -4.6% |
| 1Y | +30.8% | +17.6% | +13.2% | +5.1% |
| All | -28.1% | +31.0% | -59.0% | -53.8% |
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