+14.3%
FLIN vs VT
+58.5%
-44.2%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.6% | +0.3% |
| 7D | +3.1% | +2.9% | +0.2% | +1.3% |
| 30D | +8.7% | -2.5% | +11.3% | +10.3% |
| 3M | +2.6% | -3.3% | +5.9% | +4.5% |
| 6M | +8.0% | +1.5% | +6.5% | +6.8% |
| YTD | -4.7% | +11.4% | -16.0% | -10.7% |
| 1Y | -5.3% | +11.9% | -17.2% | -11.6% |
| 3Y | +18.9% | +73.9% | -54.9% | -15.7% |
| 5Y | +14.3% | +57.9% | -43.5% | -13.1% |
| All | +14.3% | +58.5% | -44.2% | -13.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling