+47.5%
FLTR vs VOO
+648.0%
-600.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.4% | 0.0% |
| 7D | 0.0% | -0.4% | +0.4% | 0.0% |
| 30D | +0.4% | -1.4% | +1.7% | +0.5% |
| 3M | +1.1% | +3.7% | -2.7% | +0.8% |
| 6M | +2.4% | +13.0% | -10.7% | +1.4% |
| YTD | +3.1% | +12.4% | -9.3% | +2.2% |
| 1Y | +4.9% | +18.6% | -13.7% | +3.5% |
| 3Y | +18.6% | +78.1% | -59.5% | +13.3% |
| 5Y | +25.9% | +82.3% | -56.4% | +19.8% |
| 10Y | +41.4% | +322.5% | -281.1% | +27.6% |
| All | +47.5% | +648.0% | -600.5% | +33.2% |
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