+122.1%
FLQS vs VT
+185.3%
-63.2%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.6% | -0.2% | -0.1% |
| 7D | 0.0% | +0.4% | -0.4% | -0.4% |
| 30D | +3.6% | -2.6% | +6.2% | +6.2% |
| 3M | -2.1% | -3.2% | +1.2% | +1.0% |
| 6M | +8.0% | +0.9% | +7.1% | +6.5% |
| YTD | +15.7% | +11.3% | +4.3% | +3.3% |
| 1Y | +18.6% | +14.0% | +4.6% | +3.4% |
| 3Y | +54.7% | +75.8% | -21.2% | -11.9% |
| 5Y | +27.5% | +57.8% | -30.3% | -19.2% |
| All | +122.1% | +185.3% | -63.2% | -9.4% |
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