+38.0%
FLSP vs VT
+122.5%
-84.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | +0.5% |
| 7D | +0.3% | -0.3% | +0.6% | +0.3% |
| 30D | +1.7% | -1.4% | +3.1% | +1.8% |
| 3M | +4.3% | -1.4% | +5.7% | +4.4% |
| 6M | +8.1% | +5.5% | +2.6% | +7.4% |
| YTD | +8.2% | +12.8% | -4.7% | +6.8% |
| 1Y | +12.2% | +15.4% | -3.2% | +10.5% |
| 3Y | +36.4% | +76.9% | -40.5% | +28.0% |
| 5Y | +51.7% | +60.4% | -8.7% | +43.7% |
| All | +38.0% | +122.5% | -84.5% | +27.9% |
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