+241.6%
FLR vs VO
+42.2%
+199.4%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.8% | -2.3% | -2.1% |
| 7D | -3.1% | -0.6% | -2.5% | -2.4% |
| 30D | +4.9% | -1.9% | +6.9% | +7.5% |
| 3M | +10.8% | +3.3% | +7.6% | +6.7% |
| 6M | +19.7% | +9.7% | +10.0% | +7.6% |
| YTD | +38.4% | +12.6% | +25.7% | +20.8% |
| 1Y | +34.7% | +13.6% | +21.0% | +16.8% |
| 3Y | +56.7% | +56.8% | -0.2% | -1.8% |
| 5Y | +241.6% | +42.3% | +199.3% | +139.0% |
| All | +241.6% | +42.2% | +199.4% | +139.0% |
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