-50.6%
FLUT vs VOO
+81.6%
-132.2%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -0.9% |
| 7D | -2.6% | -0.4% | -2.2% | -2.2% |
| 30D | +5.4% | -1.4% | +6.7% | +6.9% |
| 3M | -10.8% | +3.7% | -14.5% | -14.3% |
| 6M | -9.2% | +13.0% | -22.3% | -20.6% |
| YTD | -53.8% | +12.4% | -66.2% | -59.3% |
| 1Y | -66.0% | +18.6% | -84.6% | -71.6% |
| 3Y | -44.7% | +78.1% | -122.7% | -69.3% |
| 5Y | -50.6% | +82.3% | -132.8% | -74.1% |
| All | -50.6% | +81.6% | -132.2% | -74.1% |
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 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