+134.4%
FLRG vs VOO
+146.9%
-12.5%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.2% | -0.2% |
| 7D | -1.3% | -0.4% | -1.0% | -1.0% |
| 30D | -2.2% | -1.4% | -0.8% | -1.0% |
| 3M | +4.1% | +3.7% | +0.4% | +0.8% |
| 6M | +10.9% | +13.0% | -2.1% | -0.4% |
| YTD | +11.0% | +12.4% | -1.4% | +0.1% |
| 1Y | +12.4% | +18.6% | -6.2% | -3.3% |
| 3Y | +65.0% | +78.1% | -13.0% | -0.7% |
| 5Y | +74.6% | +82.3% | -7.6% | +2.7% |
| All | +134.4% | +146.9% | -12.5% | +4.1% |
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