+67.2%
FLIN vs VT
+150.5%
-83.4%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.6% | +0.4% |
| 7D | +3.1% | +2.9% | +0.2% | +0.9% |
| 30D | +8.7% | -2.5% | +11.3% | +10.6% |
| 3M | +2.6% | -3.3% | +5.9% | +5.0% |
| 6M | +8.0% | +1.5% | +6.5% | +6.5% |
| YTD | -4.7% | +11.4% | -16.0% | -12.2% |
| 1Y | -5.3% | +11.9% | -17.2% | -13.2% |
| 3Y | +18.9% | +73.9% | -54.9% | -23.2% |
| 5Y | +14.3% | +57.9% | -43.5% | -20.6% |
| All | +67.2% | +150.5% | -83.4% | -25.0% |
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