-63.0%
FLG vs VT
+69.7%
-132.8%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -1.0% |
| 7D | +0.1% | -2.3% | +2.4% | +2.7% |
| 30D | -6.9% | -5.0% | -1.9% | -1.6% |
| 3M | -25.7% | -4.9% | -20.8% | -21.5% |
| 6M | -26.7% | -1.5% | -25.2% | -26.0% |
| YTD | -16.3% | +8.5% | -24.7% | -25.1% |
| 1Y | -3.2% | +11.4% | -14.6% | -16.5% |
| 3Y | -63.0% | +70.1% | -133.1% | -84.2% |
| All | -63.0% | +69.7% | -132.8% | -84.2% |
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