+138.1%
FNLC vs VOO
+317.9%
-179.8%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.3% | -0.5% | -0.2% |
| 7D | +0.7% | +0.1% | +0.6% | +0.5% |
| 30D | +12.5% | -3.3% | +15.8% | +15.5% |
| 3M | +6.0% | -2.4% | +8.4% | +7.9% |
| 6M | +30.5% | +2.6% | +27.9% | +26.6% |
| YTD | +47.2% | +11.3% | +35.9% | +32.6% |
| 1Y | +54.1% | +13.4% | +40.7% | +36.3% |
| 3Y | +82.5% | +80.3% | +2.2% | +4.8% |
| 5Y | +57.5% | +72.7% | -15.2% | -7.6% |
| 10Y | +138.1% | +310.0% | -172.0% | -45.9% |
| All | +138.1% | +317.9% | -179.8% | -45.9% |
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