+30.6%
FLCG vs VT
+40.9%
-10.3%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -0.7% |
| 7D | +2.6% | +2.4% | +0.2% | -0.2% |
| 30D | -7.3% | -1.5% | -5.8% | -5.5% |
| 3M | -8.7% | -4.1% | -4.6% | -3.8% |
| 6M | -4.3% | +0.6% | -4.9% | -4.8% |
| YTD | -1.0% | +11.0% | -12.0% | -13.0% |
| 1Y | +1.1% | +13.3% | -12.2% | -13.5% |
| All | +30.6% | +40.9% | -10.3% | -14.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling