+149.5%
FLKR vs VT
+65.7%
+83.8%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.4% | +1.6% |
| 7D | +6.3% | -0.1% | +6.4% | +6.4% |
| 30D | +15.6% | -0.7% | +16.3% | +16.8% |
| 3M | +6.0% | +4.0% | +2.1% | +2.5% |
| 6M | +45.8% | +12.3% | +33.5% | +31.4% |
| YTD | +96.4% | +14.0% | +82.4% | +75.1% |
| 1Y | +157.4% | +20.3% | +137.1% | +117.6% |
| 3Y | +233.3% | +75.4% | +157.9% | +92.1% |
| 5Y | +149.5% | +66.0% | +83.5% | +52.1% |
| All | +149.5% | +65.7% | +83.8% | +52.1% |
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