+65.2%
FLRT vs VOO
+348.7%
-283.4%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.1% |
| 7D | +0.2% | +0.1% | +0.1% | +0.2% |
| 30D | +0.8% | +0.1% | +0.8% | +0.8% |
| 3M | +1.5% | +2.0% | -0.5% | +1.4% |
| 6M | +4.3% | +13.0% | -8.7% | +3.9% |
| YTD | +3.4% | +13.6% | -10.2% | +3.0% |
| 1Y | +5.4% | +20.1% | -14.7% | +4.8% |
| 3Y | +25.0% | +77.6% | -52.5% | +23.0% |
| 5Y | +34.9% | +82.4% | -47.5% | +32.5% |
| 10Y | +61.1% | +316.8% | -255.8% | +57.6% |
| All | +65.2% | +348.7% | -283.4% | +61.9% |
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