+132.5%
FLEU vs VT
+157.9%
-25.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.6% |
| 7D | +3.1% | +2.4% | +0.7% | +1.4% |
| 30D | +3.3% | -1.5% | +4.8% | +4.4% |
| 3M | -6.0% | -4.1% | -1.8% | -3.1% |
| 6M | +2.2% | +0.6% | +1.6% | +1.8% |
| YTD | +6.7% | +11.0% | -4.3% | -0.7% |
| 1Y | +9.3% | +13.3% | -4.1% | +0.3% |
| 3Y | +71.1% | +73.4% | -2.3% | +17.9% |
| 5Y | +62.7% | +57.4% | +5.3% | +18.6% |
| All | +132.5% | +157.9% | -25.4% | +30.4% |
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 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