+27.6%
FLTB vs VT
+222.7%
-195.0%
-9.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.3% |
| 7D | -0.7% | +2.9% | -3.6% | -0.8% |
| 30D | +0.4% | -2.5% | +2.9% | +0.4% |
| 3M | -0.5% | -3.3% | +2.8% | -0.4% |
| 6M | +0.1% | +1.5% | -1.4% | +0.1% |
| YTD | +0.8% | +11.4% | -10.6% | +0.3% |
| 1Y | +1.4% | +11.9% | -10.5% | +1.0% |
| 3Y | +16.7% | +73.9% | -57.2% | +14.2% |
| 5Y | +12.6% | +57.9% | -45.3% | +10.4% |
| All | +27.6% | +222.7% | -195.0% | +23.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling