+40.2%
FLCG vs VT
+45.6%
-5.4%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.3% |
| 7D | +1.5% | +1.0% | +0.5% | +0.3% |
| 30D | -0.5% | -0.2% | -0.2% | -0.1% |
| 3M | +5.0% | +4.5% | +0.4% | -0.4% |
| 6M | +12.4% | +14.1% | -1.7% | -4.4% |
| YTD | +6.3% | +14.8% | -8.4% | -10.4% |
| 1Y | +10.6% | +21.2% | -10.6% | -13.0% |
| All | +40.2% | +45.6% | -5.4% | -11.8% |
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