+37.3%
FLQS vs VT
+66.2%
-28.9%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.2% | +0.2% |
| 7D | -0.5% | +0.4% | -1.0% | -1.0% |
| 30D | -2.1% | +1.0% | -3.1% | -3.0% |
| 3M | +7.6% | +2.4% | +5.3% | +4.9% |
| 6M | +9.6% | +12.0% | -2.4% | -2.6% |
| YTD | +15.5% | +15.3% | +0.1% | -0.4% |
| 1Y | +13.6% | +22.6% | -9.0% | -8.0% |
| 3Y | +42.1% | +74.7% | -32.6% | -19.3% |
| All | +37.3% | +66.2% | -28.9% | -17.3% |
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 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