+101.6%
FLAU vs VT
+167.9%
-66.3%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +0.8% | +0.4% | +0.3% | +0.3% |
| 30D | +0.4% | +1.0% | -0.6% | -0.7% |
| 3M | +5.8% | +2.4% | +3.4% | +3.0% |
| 6M | +5.0% | +12.0% | -7.0% | -7.2% |
| YTD | +16.6% | +15.3% | +1.3% | -0.2% |
| 1Y | +16.8% | +22.6% | -5.8% | -6.6% |
| 3Y | +52.5% | +74.7% | -22.2% | -17.2% |
| 5Y | +42.3% | +66.1% | -23.8% | -18.4% |
| All | +101.6% | +167.9% | -66.3% | -31.5% |
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