+31.2%
FLTB vs VOO
+375.1%
-343.9%
-9.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.1% |
| 7D | -0.8% | -0.8% | 0.0% | -0.8% |
| 30D | -0.7% | -1.1% | +0.4% | -0.7% |
| 3M | -0.4% | +3.9% | -4.3% | -0.5% |
| 6M | +0.1% | +13.6% | -13.5% | -0.2% |
| YTD | +0.5% | +12.7% | -12.2% | +0.2% |
| 1Y | +1.6% | +17.6% | -16.0% | +1.2% |
| 3Y | +16.8% | +77.3% | -60.5% | +15.2% |
| 5Y | +11.2% | +84.1% | -72.9% | +9.4% |
| 10Y | +26.1% | +323.5% | -297.4% | +23.3% |
| All | +31.2% | +375.1% | -343.9% | +28.7% |
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