+54.2%
FNLC vs VOO
+67.9%
-13.7%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.7% |
| 7D | +0.2% | -2.7% | +2.9% | +1.6% |
| 30D | +9.3% | -5.4% | +14.7% | +12.5% |
| 3M | +4.3% | -4.1% | +8.3% | +6.5% |
| 6M | +27.8% | +0.7% | +27.1% | +26.6% |
| YTD | +44.6% | +8.7% | +35.8% | +36.7% |
| 1Y | +52.8% | +11.0% | +41.8% | +42.6% |
| 3Y | +76.1% | +75.5% | +0.6% | +26.9% |
| All | +54.2% | +67.9% | -13.7% | +10.5% |
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 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