-82.9%
FLD vs VT
+13.3%
-96.2%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | 0.0% | +2.7% | +2.7% |
| 7D | +10.8% | -1.6% | +12.4% | +13.9% |
| 30D | +4.4% | -2.5% | +6.9% | +9.5% |
| 3M | +22.6% | -1.3% | +23.9% | +27.2% |
| 6M | -61.6% | +3.1% | -64.7% | -63.4% |
| YTD | -78.4% | +10.9% | -89.3% | -81.9% |
| All | -82.9% | +13.3% | -96.2% | -85.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling