+170.5%
FLQM vs VT
+195.6%
-25.1%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -0.9% | +0.4% | -1.3% | -1.2% |
| 30D | -0.6% | +1.0% | -1.6% | -1.4% |
| 3M | +7.0% | +2.4% | +4.6% | +4.6% |
| 6M | +5.5% | +12.0% | -6.5% | -4.4% |
| YTD | +9.0% | +15.3% | -6.4% | -3.8% |
| 1Y | +8.2% | +22.6% | -14.3% | -9.2% |
| 3Y | +39.8% | +74.7% | -34.9% | -12.6% |
| 5Y | +39.6% | +66.1% | -26.5% | -9.5% |
| All | +170.5% | +195.6% | -25.1% | +25.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling