+131.5%
FLKR vs VT
+151.2%
-19.7%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.1% |
| 7D | +4.2% | +2.4% | +1.8% | +1.4% |
| 30D | -10.3% | -1.5% | -8.8% | -8.1% |
| 3M | -19.6% | -4.1% | -15.5% | -14.6% |
| 6M | -22.2% | +0.6% | -22.8% | -20.2% |
| YTD | +48.4% | +11.0% | +37.4% | +39.2% |
| 1Y | +57.7% | +13.3% | +44.3% | +44.8% |
| 3Y | +160.8% | +73.4% | +87.4% | +55.9% |
| 5Y | +97.7% | +57.4% | +40.3% | +30.6% |
| All | +131.5% | +151.2% | -19.7% | -1.9% |
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