+164.1%
FLQM vs VOO
+271.2%
-107.2%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.4% |
| 7D | -2.3% | -0.4% | -2.0% | -2.0% |
| 30D | -3.6% | -1.4% | -2.2% | -2.6% |
| 3M | +3.6% | +3.7% | -0.2% | +0.5% |
| 6M | +5.1% | +13.0% | -7.9% | -4.7% |
| YTD | +6.4% | +12.4% | -6.1% | -3.3% |
| 1Y | +6.0% | +18.6% | -12.6% | -7.7% |
| 3Y | +40.1% | +78.1% | -38.0% | -11.3% |
| 5Y | +38.2% | +82.3% | -44.0% | -14.3% |
| All | +164.1% | +271.2% | -107.2% | +14.6% |
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