+8.9%
FLIA vs VT
+156.7%
-147.8%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | 0.0% | +0.4% | -0.5% | 0.0% |
| 30D | -0.4% | +1.0% | -1.3% | -0.4% |
| 3M | 0.0% | +2.4% | -2.4% | -0.1% |
| 6M | -0.1% | +12.0% | -12.1% | -0.4% |
| YTD | +1.1% | +15.3% | -14.2% | +0.8% |
| 1Y | +2.0% | +22.6% | -20.6% | +1.6% |
| 3Y | +10.6% | +74.7% | -64.0% | +9.7% |
| 5Y | +3.6% | +66.1% | -62.5% | +2.5% |
| All | +8.9% | +156.7% | -147.8% | +7.3% |
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