+38.4%
FLSP vs VT
+113.4%
-75.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.1% | +4.3% | +0.6% |
| 7D | +1.2% | -4.2% | +5.4% | +1.6% |
| 30D | +2.4% | -5.8% | +8.2% | +2.9% |
| 3M | +3.4% | -5.2% | +8.6% | +3.8% |
| 6M | +8.1% | +0.1% | +8.0% | +8.0% |
| YTD | +8.5% | +8.2% | +0.2% | +7.5% |
| 1Y | +11.9% | +10.1% | +1.7% | +10.7% |
| 3Y | +36.8% | +69.7% | -32.9% | +28.8% |
| 5Y | +52.1% | +53.4% | -1.2% | +44.7% |
| All | +38.4% | +113.4% | -75.1% | +28.7% |
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