+64.7%
FLBR vs VT
+167.9%
-103.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +6.4% | +0.4% | +5.9% | +5.8% |
| 30D | +4.1% | +1.0% | +3.1% | +2.9% |
| 3M | +7.4% | +2.4% | +5.0% | +4.3% |
| 6M | +2.4% | +12.0% | -9.6% | -9.9% |
| YTD | +24.3% | +15.3% | +8.9% | +5.9% |
| 1Y | +38.5% | +22.6% | +15.9% | +10.2% |
| 3Y | +50.6% | +74.7% | -24.0% | -21.0% |
| 5Y | +62.2% | +66.1% | -4.0% | -10.3% |
| All | +64.7% | +167.9% | -103.2% | -49.6% |
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