+54.1%
FNLC vs VOO
+12.4%
+41.8%
-10.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.3% | -0.5% | +1.4% |
| 7D | +0.7% | +0.1% | +0.6% | +0.7% |
| 30D | +12.5% | -3.3% | +15.8% | +13.0% |
| 3M | +6.0% | -2.4% | +8.4% | +6.3% |
| 6M | +30.5% | +2.6% | +27.9% | +29.4% |
| YTD | +47.2% | +11.3% | +35.9% | +40.9% |
| All | +54.1% | +12.4% | +41.8% | +47.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling