+65.7%
FLRT vs VOO
+342.2%
-276.5%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.2% |
| 7D | +0.3% | +3.3% | -2.9% | +0.2% |
| 30D | +0.4% | -2.7% | +3.1% | +0.5% |
| 3M | +0.9% | -1.7% | +2.6% | +1.0% |
| 6M | +2.2% | +3.1% | -0.9% | +2.1% |
| YTD | +3.7% | +11.9% | -8.3% | +3.3% |
| 1Y | +4.8% | +12.1% | -7.3% | +4.4% |
| 3Y | +24.0% | +78.6% | -54.6% | +22.0% |
| 5Y | +34.4% | +73.8% | -39.4% | +32.1% |
| 10Y | +56.4% | +312.3% | -255.9% | +53.1% |
| All | +65.7% | +342.2% | -276.5% | +62.4% |
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