+157.5%
FLV vs VOO
+241.6%
-84.1%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | -0.1% | +0.2% |
| 7D | -1.8% | -0.8% | -1.0% | -1.3% |
| 30D | -2.3% | -1.1% | -1.2% | -1.6% |
| 3M | +5.9% | +3.9% | +2.0% | +3.2% |
| 6M | +10.7% | +13.6% | -2.9% | +1.7% |
| YTD | +13.8% | +12.7% | +1.1% | +5.0% |
| 1Y | +17.3% | +17.6% | -0.3% | +5.1% |
| 3Y | +54.0% | +77.3% | -23.4% | +2.5% |
| 5Y | +63.9% | +84.1% | -20.2% | +4.9% |
| All | +157.5% | +241.6% | -84.1% | -7.5% |
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