-51.3%
FLUT vs VOO
+72.8%
-124.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +1.0% | +1.0% |
| 7D | -1.5% | -0.6% | -0.9% | -1.3% |
| 30D | +3.4% | -3.6% | +7.1% | +6.7% |
| 3M | -12.5% | -2.7% | -9.7% | -10.6% |
| 6M | -18.5% | +2.2% | -20.7% | -21.3% |
| YTD | -61.6% | +10.9% | -72.5% | -66.0% |
| 1Y | -64.1% | +11.3% | -75.4% | -68.3% |
| 3Y | -44.5% | +76.9% | -121.4% | -69.3% |
| 5Y | -51.3% | +73.5% | -124.8% | -73.6% |
| All | -51.3% | +72.8% | -124.1% | -73.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling