-99.5%
FLNA vs VT
+53.4%
-152.9%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.3% |
| 7D | -27.4% | -2.3% | -25.1% | -24.2% |
| 30D | -45.1% | -5.0% | -40.2% | -40.4% |
| 3M | -53.1% | -4.9% | -48.2% | -49.0% |
| 6M | -68.8% | -1.5% | -67.2% | -67.4% |
| YTD | -77.3% | +8.5% | -85.8% | -79.0% |
| 1Y | -84.8% | +11.4% | -96.2% | -86.4% |
| 3Y | -97.9% | +70.1% | -168.0% | -98.9% |
| All | -99.5% | +53.4% | -152.9% | -99.6% |
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