+310.7%
VOO vs FLUT
-26.8%
+337.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | -0.3% |
| 7D | +2.6% | -0.7% | +3.3% | +2.6% |
| 30D | -2.0% | +9.3% | -11.2% | -2.9% |
| 3M | -2.8% | -17.5% | +14.7% | -1.3% |
| 6M | +2.2% | -14.6% | +16.8% | +2.9% |
| YTD | +11.5% | -62.3% | +73.8% | +21.5% |
| 1Y | +13.5% | -59.6% | +73.1% | +22.7% |
| 3Y | +78.1% | -45.3% | +123.4% | +86.5% |
| 5Y | +73.1% | -50.4% | +123.6% | +78.0% |
| All | +310.7% | -26.8% | +337.5% | +324.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FLUT.
Daily Out/Under-Performance
Portfolio return minus FLUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLUT 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 FLUT 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