+43.1%
FLBL vs VT
+140.9%
-97.8%
-19.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.1% | +3.9% | +0.4% |
| 7D | -1.3% | -4.2% | +2.9% | -0.6% |
| 30D | -0.9% | -5.8% | +4.9% | 0.0% |
| 3M | -1.2% | -5.2% | +4.0% | -0.4% |
| 6M | +0.6% | +0.1% | +0.5% | +0.5% |
| YTD | +1.1% | +8.2% | -7.1% | -0.4% |
| 1Y | +1.2% | +10.1% | -8.9% | -0.6% |
| 3Y | +16.4% | +69.7% | -53.2% | +5.8% |
| 5Y | +27.3% | +53.4% | -26.0% | +17.3% |
| All | +43.1% | +140.9% | -97.8% | +18.6% |
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