+98.1%
FLAU vs VT
+164.9%
-66.8%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.2% | -0.2% |
| 7D | -1.1% | -0.1% | -0.9% | -0.9% |
| 30D | -1.6% | -0.7% | -0.9% | -0.9% |
| 3M | +6.6% | +4.0% | +2.6% | +2.0% |
| 6M | +5.1% | +12.3% | -7.2% | -7.5% |
| YTD | +14.6% | +14.0% | +0.6% | -0.7% |
| 1Y | +14.8% | +20.3% | -5.5% | -6.2% |
| 3Y | +53.8% | +75.4% | -21.7% | -16.9% |
| 5Y | +42.6% | +66.0% | -23.3% | -18.2% |
| All | +98.1% | +164.9% | -66.8% | -31.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling