+83.5%
FXL vs VOO
+78.5%
+5.1%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -0.5% |
| 7D | +4.5% | +2.6% | +2.0% | +0.7% |
| 30D | -5.8% | -2.0% | -3.8% | -2.8% |
| 3M | -8.3% | -2.8% | -5.5% | -4.1% |
| 6M | +6.7% | +2.2% | +4.6% | +4.3% |
| YTD | +22.6% | +11.5% | +11.0% | +6.0% |
| 1Y | +25.1% | +13.5% | +11.6% | +5.7% |
| 3Y | +83.5% | +78.1% | +5.4% | -19.6% |
| All | +83.5% | +78.5% | +5.1% | -19.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling