+130.3%
FLSW vs VOO
+214.2%
-83.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.4% | +2.9% | +1.2% |
| 7D | +2.0% | -4.7% | +6.8% | +5.0% |
| 30D | +10.3% | -5.9% | +16.2% | +14.4% |
| 3M | +1.2% | -4.5% | +5.7% | +4.0% |
| 6M | +9.1% | +1.9% | +7.2% | +7.7% |
| YTD | +11.1% | +8.4% | +2.7% | +5.6% |
| 1Y | +20.6% | +9.5% | +11.2% | +13.9% |
| 3Y | +62.6% | +75.3% | -12.7% | +13.3% |
| 5Y | +43.5% | +67.9% | -24.4% | +1.7% |
| All | +130.3% | +214.2% | -83.9% | +11.6% |
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