+66.1%
FLRT vs VOO
+343.7%
-277.6%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | +0.2% |
| 7D | +0.3% | -0.9% | +1.2% | +0.3% |
| 30D | +0.6% | -2.3% | +3.0% | +0.7% |
| 3M | +1.1% | -1.2% | +2.3% | +1.2% |
| 6M | +2.5% | +3.3% | -0.8% | +2.4% |
| YTD | +3.9% | +12.3% | -8.4% | +3.5% |
| 1Y | +5.0% | +12.5% | -7.5% | +4.6% |
| 3Y | +24.3% | +79.2% | -54.9% | +22.3% |
| 5Y | +34.7% | +75.7% | -41.0% | +32.3% |
| 10Y | +56.8% | +313.7% | -256.9% | +53.4% |
| All | +66.1% | +343.7% | -277.6% | +62.8% |
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