-62.6%
FLNA vs VT
+21.4%
-84.0%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -1.4% |
| 7D | -7.0% | +1.0% | -8.0% | -8.9% |
| 30D | -20.0% | -0.2% | -19.8% | -19.5% |
| 3M | -44.1% | +4.5% | -48.6% | -49.2% |
| 6M | -60.6% | +14.1% | -74.6% | -70.2% |
| YTD | -59.6% | +14.8% | -74.4% | -70.4% |
| 1Y | -62.6% | +21.2% | -83.8% | -70.5% |
| All | -62.6% | +21.4% | -84.0% | -70.5% |
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