+121.7%
FLQS vs VT
+195.6%
-73.9%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +4.8% |
| 6M | +9.6% | +12.0% | -2.4% | -2.5% |
| YTD | +15.5% | +15.3% | +0.1% | -0.3% |
| 1Y | +13.6% | +22.6% | -9.0% | -7.7% |
| 3Y | +42.1% | +74.7% | -32.6% | -18.4% |
| 5Y | +35.6% | +66.1% | -30.5% | -18.1% |
| All | +121.7% | +195.6% | -73.9% | -12.5% |
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