+76.2%
FCLD vs VT
+72.9%
+3.3%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -0.6% | +0.4% | -1.1% | -1.2% |
| 30D | +6.8% | +1.0% | +5.8% | +5.4% |
| 3M | +12.6% | +2.4% | +10.2% | +8.8% |
| 6M | +61.1% | +12.0% | +49.1% | +35.8% |
| YTD | +50.9% | +15.3% | +35.5% | +21.8% |
| 1Y | +59.4% | +22.6% | +36.9% | +17.5% |
| 3Y | +122.3% | +74.7% | +47.6% | -2.4% |
| All | +76.2% | +72.9% | +3.3% | -18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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