+136.3%
FLRG vs VT
+117.4%
+18.9%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.7% | -0.5% | -0.3% |
| 7D | 0.0% | -0.3% | +0.3% | +0.2% |
| 30D | +0.4% | -1.4% | +1.9% | +1.7% |
| 3M | -1.0% | -1.4% | +0.4% | +0.2% |
| 6M | +6.7% | +5.5% | +1.2% | +1.5% |
| YTD | +11.9% | +12.8% | -0.9% | +0.1% |
| 1Y | +13.4% | +15.4% | -2.0% | -0.7% |
| 3Y | +69.4% | +76.9% | -7.5% | +1.3% |
| 5Y | +71.6% | +60.4% | +11.2% | +11.6% |
| All | +136.3% | +117.4% | +18.9% | +14.7% |
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