+102.4%
FLJP vs VT
+167.9%
-65.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.4% | +0.4% |
| 7D | +2.4% | +0.4% | +2.0% | +2.0% |
| 30D | +3.2% | +1.0% | +2.2% | +2.4% |
| 3M | +4.6% | +2.4% | +2.2% | +2.8% |
| 6M | +10.7% | +12.0% | -1.3% | +1.6% |
| YTD | +21.9% | +15.3% | +6.6% | +9.4% |
| 1Y | +29.3% | +22.6% | +6.7% | +10.8% |
| 3Y | +72.8% | +74.7% | -1.8% | +13.9% |
| 5Y | +55.8% | +66.1% | -10.3% | +5.9% |
| All | +102.4% | +167.9% | -65.5% | -4.5% |
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