-49.5%
FLUT vs VNQ
+7.0%
-56.5%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.7% | +1.2% | +1.4% |
| 7D | +0.4% | -1.3% | +1.7% | +1.3% |
| 30D | +2.5% | -2.6% | +5.1% | +4.3% |
| 3M | -9.2% | -2.0% | -7.2% | -8.0% |
| 6M | -8.2% | +4.3% | -12.6% | -10.8% |
| YTD | -53.2% | +9.2% | -62.5% | -56.0% |
| 1Y | -65.6% | +5.6% | -71.2% | -66.9% |
| 3Y | -43.6% | +30.8% | -74.4% | -53.2% |
| All | -49.5% | +7.0% | -56.5% | -54.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling