+94.4%
FLAU vs VT
+152.0%
-57.6%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.3% | -0.3% |
| 7D | -0.6% | -2.3% | +1.7% | +1.9% |
| 30D | +3.5% | -5.0% | +8.4% | +9.1% |
| 3M | -3.3% | -4.9% | +1.6% | +2.0% |
| 6M | -1.2% | -1.5% | +0.4% | +0.2% |
| YTD | +12.4% | +8.5% | +4.0% | +2.7% |
| 1Y | +14.0% | +11.4% | +2.6% | +1.1% |
| 3Y | +51.4% | +70.1% | -18.6% | -15.6% |
| 5Y | +38.1% | +53.7% | -15.6% | -13.9% |
| All | +94.4% | +152.0% | -57.6% | -29.6% |
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