+1,136.1%
FTXL vs VOO
+318.5%
+817.6%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.7% |
| 7D | +7.2% | -0.4% | +7.6% | +7.7% |
| 30D | +2.6% | -1.4% | +4.0% | +4.7% |
| 3M | -7.1% | +3.7% | -10.8% | -11.1% |
| 6M | +58.4% | +13.0% | +45.4% | +34.8% |
| YTD | +81.6% | +12.4% | +69.1% | +56.4% |
| 1Y | +133.1% | +18.6% | +114.5% | +87.2% |
| 3Y | +241.7% | +78.1% | +163.7% | +61.7% |
| 5Y | +249.6% | +82.3% | +167.3% | +65.6% |
| All | +1,136.1% | +318.5% | +817.6% | +102.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling