+53.9%
FNLC vs VOO
+74.6%
-20.7%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.2% | 0.0% |
| 7D | +0.5% | +3.3% | -2.7% | -1.3% |
| 30D | +9.6% | -2.7% | +12.2% | +11.1% |
| 3M | +4.3% | -1.7% | +6.1% | +5.2% |
| 6M | +32.9% | +3.1% | +29.8% | +30.0% |
| YTD | +46.0% | +11.9% | +34.1% | +35.8% |
| 1Y | +51.0% | +12.1% | +39.0% | +40.3% |
| 3Y | +80.4% | +78.6% | +1.8% | +28.5% |
| 5Y | +53.9% | +73.8% | -19.9% | +8.3% |
| All | +53.9% | +74.6% | -20.7% | +8.3% |
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