+814.4%
VOO vs FLUT
+136.8%
+677.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.1% | +3.8% | -0.1% |
| 7D | +3.3% | -1.2% | +4.5% | +3.3% |
| 30D | -2.7% | +5.0% | -7.7% | -3.1% |
| 3M | -1.7% | -16.4% | +14.7% | -0.7% |
| 6M | +3.1% | -14.6% | +17.7% | +3.7% |
| YTD | +11.9% | -61.9% | +73.8% | +19.1% |
| 1Y | +12.1% | -65.0% | +77.1% | +19.9% |
| 3Y | +78.6% | -44.8% | +123.4% | +85.1% |
| 5Y | +73.8% | -49.9% | +123.7% | +77.9% |
| 10Y | +312.3% | -26.1% | +338.4% | +321.3% |
| All | +814.4% | +136.8% | +677.5% | +819.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling