+0.1%
FLMB vs VT
+59.7%
-59.6%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | +0.6% |
| 7D | +1.1% | -0.3% | +1.4% | +1.1% |
| 30D | +4.5% | -1.4% | +5.9% | +4.6% |
| 3M | -1.9% | -1.4% | -0.5% | -1.8% |
| 6M | -2.2% | +5.5% | -7.7% | -2.5% |
| YTD | -1.1% | +12.8% | -13.9% | -1.7% |
| 1Y | -0.7% | +15.4% | -16.1% | -1.5% |
| 3Y | +14.0% | +76.9% | -62.8% | +10.1% |
| All | +0.1% | +59.7% | -59.6% | -4.3% |
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