+149.1%
FTLS vs VOO
+309.9%
-160.9%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.3% |
| 7D | -3.1% | -2.7% | -0.4% | -1.7% |
| 30D | -4.8% | -5.4% | +0.6% | -2.0% |
| 3M | -1.8% | -4.1% | +2.2% | +0.3% |
| 6M | +0.6% | +0.7% | -0.1% | +0.1% |
| YTD | +5.0% | +8.7% | -3.8% | +0.2% |
| 1Y | +5.3% | +11.0% | -5.7% | -0.6% |
| 3Y | +42.5% | +75.5% | -33.0% | +5.2% |
| 5Y | +52.6% | +68.4% | -15.8% | +14.1% |
| All | +149.1% | +309.9% | -160.9% | +1.7% |
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