+420.5%
FLTW vs VOO
+226.6%
+193.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +1.1% |
| 7D | -1.1% | -0.8% | -0.3% | -0.5% |
| 30D | +4.2% | -1.1% | +5.3% | +5.1% |
| 3M | +6.7% | +3.9% | +2.8% | +4.0% |
| 6M | +53.5% | +13.6% | +39.8% | +40.8% |
| YTD | +75.7% | +12.7% | +63.0% | +62.3% |
| 1Y | +89.0% | +17.6% | +71.4% | +69.6% |
| 3Y | +210.0% | +77.3% | +132.7% | +110.8% |
| 5Y | +165.9% | +84.1% | +81.8% | +75.3% |
| All | +420.5% | +226.6% | +193.9% | +155.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling