+104.3%
FLGB vs VT
+166.6%
-62.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.1% |
| 7D | +0.5% | +1.0% | -0.5% | -0.3% |
| 30D | -0.5% | -0.2% | -0.3% | -0.3% |
| 3M | +6.5% | +4.5% | +1.9% | +2.4% |
| 6M | +7.4% | +14.1% | -6.6% | -4.1% |
| YTD | +11.9% | +14.8% | -2.9% | -0.6% |
| 1Y | +20.1% | +21.2% | -1.1% | +1.9% |
| 3Y | +74.0% | +76.6% | -2.6% | +6.3% |
| 5Y | +78.6% | +66.6% | +12.0% | +13.9% |
| All | +104.3% | +166.6% | -62.3% | -11.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling