+227.4%
FLJH vs VT
+167.9%
+59.5%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.6% | +0.6% |
| 7D | -0.1% | +0.4% | -0.5% | -0.4% |
| 30D | +2.3% | +1.0% | +1.3% | +1.5% |
| 3M | +2.7% | +2.4% | +0.3% | +0.9% |
| 6M | +12.2% | +12.0% | +0.2% | +2.8% |
| YTD | +23.6% | +15.3% | +8.3% | +10.9% |
| 1Y | +34.5% | +22.6% | +11.9% | +15.2% |
| 3Y | +97.2% | +74.7% | +22.5% | +30.6% |
| 5Y | +149.5% | +66.1% | +83.4% | +70.7% |
| All | +227.4% | +167.9% | +59.5% | +53.1% |
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 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