+152.4%
FLKR vs VT
+23.4%
+129.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.0% | +0.3% | -1.7% |
| 7D | -0.5% | +0.1% | -0.6% | -0.8% |
| 30D | +6.3% | +0.8% | +5.5% | +4.0% |
| 3M | -12.6% | +2.8% | -15.4% | -16.9% |
| 6M | +39.7% | +13.0% | +26.7% | +8.8% |
| YTD | +87.3% | +15.4% | +72.0% | +42.1% |
| All | +152.4% | +23.4% | +129.0% | +75.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling