+50.0%
FLCV vs VT
+37.3%
+12.7%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.1% | +1.5% | +0.6% |
| 7D | -0.4% | -4.2% | +3.8% | +2.9% |
| 30D | +3.7% | -5.8% | +9.5% | +8.5% |
| 3M | +1.0% | -5.2% | +6.2% | +5.2% |
| 6M | +10.6% | +0.1% | +10.5% | +9.9% |
| YTD | +21.7% | +8.2% | +13.5% | +13.1% |
| 1Y | +26.7% | +10.1% | +16.6% | +15.9% |
| All | +50.0% | +37.3% | +12.7% | +12.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling