-67.9%
FLO vs VT
+77.9%
-145.7%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.8% | -2.8% |
| 7D | -11.7% | +0.4% | -12.1% | -11.8% |
| 30D | -15.2% | +1.0% | -16.1% | -15.4% |
| 3M | -12.7% | +2.4% | -15.1% | -13.3% |
| 6M | -27.6% | +12.0% | -39.6% | -29.8% |
| YTD | -39.8% | +15.3% | -55.2% | -42.2% |
| 1Y | -53.4% | +22.6% | -76.0% | -56.2% |
| All | -67.9% | +77.9% | -145.7% | -73.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling