+203.6%
FLKR vs VT
+161.0%
+42.7%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | 0.0% | +3.9% | +3.9% |
| 7D | +4.4% | +0.4% | +3.9% | +3.9% |
| 30D | +11.3% | +1.0% | +10.3% | +10.2% |
| 3M | -5.0% | +2.4% | -7.4% | -5.8% |
| 6M | +43.6% | +12.0% | +31.6% | +31.0% |
| YTD | +94.7% | +15.3% | +79.3% | +72.9% |
| 1Y | +162.2% | +22.6% | +139.7% | +119.4% |
| 3Y | +224.1% | +74.7% | +149.4% | +89.5% |
| 5Y | +136.2% | +66.1% | +70.1% | +45.5% |
| All | +203.6% | +161.0% | +42.7% | +21.9% |
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