+48.9%
FLCV vs VT
+37.6%
+11.3%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.9% |
| 7D | -0.7% | -2.3% | +1.6% | +1.1% |
| 30D | +3.0% | -5.0% | +8.0% | +7.1% |
| 3M | +0.5% | -4.9% | +5.4% | +4.4% |
| 6M | +9.3% | -1.5% | +10.9% | +10.2% |
| YTD | +20.9% | +8.5% | +12.4% | +12.1% |
| 1Y | +27.0% | +11.4% | +15.6% | +15.0% |
| All | +48.9% | +37.6% | +11.3% | +11.9% |
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