+126.4%
FLR vs VO
+36.5%
+89.9%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.3% | +0.3% |
| 7D | +5.1% | -0.2% | +5.3% | +5.6% |
| 30D | -0.5% | +0.5% | -0.9% | -0.8% |
| 3M | -3.5% | -1.1% | -2.4% | -1.8% |
| 6M | +16.5% | +6.4% | +10.1% | +8.8% |
| YTD | +27.3% | +13.5% | +13.7% | +10.8% |
| 1Y | +10.6% | +13.6% | -2.9% | -3.6% |
| 3Y | +39.4% | +65.2% | -25.8% | -15.5% |
| 5Y | +126.4% | +37.7% | +88.7% | +65.6% |
| All | +126.4% | +36.5% | +89.9% | +65.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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