+117.0%
FLQS vs VOO
+272.1%
-155.2%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.4% | -0.3% |
| 7D | -2.2% | -0.8% | -1.4% | -1.5% |
| 30D | -3.9% | -1.1% | -2.8% | -2.9% |
| 3M | +3.0% | +3.9% | -0.9% | -0.7% |
| 6M | +12.2% | +13.6% | -1.4% | -0.4% |
| YTD | +13.0% | +12.7% | +0.3% | +1.0% |
| 1Y | +9.9% | +17.6% | -7.7% | -5.6% |
| 3Y | +43.8% | +77.3% | -33.5% | -15.1% |
| 5Y | +36.4% | +84.1% | -47.7% | -22.3% |
| All | +117.0% | +272.1% | -155.2% | -19.5% |
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