+230.2%
FLS vs VOO
+800.4%
-570.3%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.2% |
| 7D | +3.4% | +2.6% | +0.8% | +0.1% |
| 30D | +18.4% | -2.0% | +20.4% | +21.5% |
| 3M | +2.7% | -2.8% | +5.5% | +6.5% |
| 6M | +25.8% | +2.2% | +23.6% | +23.0% |
| YTD | +20.8% | +11.5% | +9.3% | +6.0% |
| 1Y | +23.7% | +13.5% | +10.2% | +6.2% |
| 3Y | +131.8% | +78.1% | +53.7% | +14.6% |
| 5Y | +168.9% | +73.1% | +95.8% | +36.4% |
| 10Y | +120.4% | +310.7% | -190.3% | -63.9% |
| All | +230.2% | +800.4% | -570.3% | -82.6% |
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