+1,132.7%
FTXL vs VOO
+319.5%
+813.2%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.8% | +1.5% | +1.1% |
| 7D | +2.9% | -0.8% | +3.7% | +4.1% |
| 30D | -1.2% | -1.1% | -0.1% | +0.5% |
| 3M | -11.2% | +3.9% | -15.1% | -15.3% |
| 6M | +54.3% | +13.6% | +40.7% | +30.3% |
| YTD | +81.1% | +12.7% | +68.4% | +55.4% |
| 1Y | +124.3% | +17.6% | +106.7% | +82.4% |
| 3Y | +240.5% | +77.3% | +163.2% | +62.0% |
| 5Y | +245.2% | +84.1% | +161.1% | +61.3% |
| All | +1,132.7% | +319.5% | +813.2% | +101.2% |
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