+205.0%
FLS vs VOO
+812.0%
-607.0%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +1.2% |
| 7D | +0.4% | +0.5% | -0.1% | -0.3% |
| 30D | -3.7% | -0.9% | -2.8% | -2.6% |
| 3M | +3.1% | +3.9% | -0.8% | -1.5% |
| 6M | +1.6% | +14.5% | -13.0% | -14.1% |
| YTD | +11.6% | +13.0% | -1.3% | -3.7% |
| 1Y | +40.1% | +19.4% | +20.7% | +12.7% |
| 3Y | +100.6% | +78.9% | +21.8% | -1.5% |
| 5Y | +130.5% | +82.3% | +48.2% | +9.1% |
| 10Y | +94.9% | +314.2% | -219.3% | -68.4% |
| All | +205.0% | +812.0% | -607.0% | -84.2% |
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