-63.2%
FLUT vs VNQ
+14.0%
-77.2%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +3.2% | -5.5% | -4.3% |
| 7D | +4.2% | +6.8% | -2.6% | -0.3% |
| 30D | +8.0% | +10.0% | -2.0% | +1.5% |
| 3M | -22.1% | 0.0% | -22.0% | -22.3% |
| 6M | -21.7% | +4.5% | -26.2% | -24.0% |
| YTD | -62.0% | +13.9% | -75.9% | -67.6% |
| 1Y | -63.2% | +14.1% | -77.2% | -68.7% |
| All | -63.2% | +14.0% | -77.2% | -68.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 1y: compounded portfolio wealth divided by compounded VNQ 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…
1y analysis · Full analysis span regression · 6 months rolling