+92.0%
FLS vs VOO
+325.3%
-233.3%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.8% | +1.4% | +1.2% |
| 7D | -2.8% | -0.8% | -2.1% | -1.9% |
| 30D | -8.0% | -1.1% | -6.9% | -6.7% |
| 3M | -4.4% | +3.9% | -8.3% | -8.6% |
| 6M | -4.9% | +13.6% | -18.5% | -18.3% |
| YTD | +8.0% | +12.7% | -4.7% | -6.1% |
| 1Y | +33.1% | +17.6% | +15.5% | +10.1% |
| 3Y | +92.1% | +77.3% | +14.7% | -1.4% |
| 5Y | +129.2% | +84.1% | +45.1% | +11.4% |
| All | +92.0% | +325.3% | -233.3% | -68.0% |
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