+131.5%
FNLC vs VOO
+306.9%
-175.4%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.2% | +0.1% |
| 7D | +2.5% | -0.6% | +3.1% | +3.0% |
| 30D | +12.3% | -3.6% | +15.9% | +15.6% |
| 3M | +7.5% | -2.7% | +10.3% | +9.8% |
| 6M | +30.3% | +2.2% | +28.0% | +26.7% |
| YTD | +46.9% | +10.9% | +36.0% | +32.8% |
| 1Y | +53.9% | +11.3% | +42.5% | +38.4% |
| 3Y | +81.5% | +76.9% | +4.6% | +6.1% |
| 5Y | +55.8% | +73.5% | -17.7% | -9.1% |
| 10Y | +131.5% | +307.7% | -176.2% | -47.5% |
| All | +131.5% | +306.9% | -175.4% | -47.5% |
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