-85.4%
FLNA vs VT
+11.9%
-97.3%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.3% | -4.2% | -3.8% |
| 7D | -4.4% | +2.4% | -6.8% | -8.6% |
| 30D | -41.1% | -1.5% | -39.6% | -38.1% |
| 3M | -54.7% | -4.1% | -50.6% | -49.9% |
| 6M | -65.0% | +0.6% | -65.6% | -64.4% |
| YTD | -78.3% | +11.0% | -89.3% | -81.6% |
| 1Y | -85.4% | +13.3% | -98.7% | -88.3% |
| All | -85.4% | +11.9% | -97.3% | -88.3% |
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 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