+65.0%
FLIN vs VT
+144.1%
-79.1%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.5% |
| 7D | +6.6% | -2.3% | +9.0% | +8.4% |
| 30D | +9.6% | -5.0% | +14.6% | +13.7% |
| 3M | +0.8% | -4.9% | +5.7% | +4.5% |
| 6M | +1.2% | -1.5% | +2.8% | +2.1% |
| YTD | -5.9% | +8.5% | -14.4% | -11.7% |
| 1Y | -5.0% | +11.4% | -16.4% | -12.6% |
| 3Y | +18.5% | +70.1% | -51.6% | -22.2% |
| 5Y | +14.9% | +53.7% | -38.8% | -18.6% |
| All | +65.0% | +144.1% | -79.1% | -24.5% |
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