-26.8%
FLUT vs VO
+197.6%
-224.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -0.7% | +3.1% | -3.8% | -2.2% |
| 30D | +9.3% | +2.2% | +7.1% | +7.9% |
| 3M | -17.5% | -2.5% | -15.0% | -16.4% |
| 6M | -14.6% | +7.0% | -21.6% | -17.6% |
| YTD | -62.3% | +14.0% | -76.3% | -64.8% |
| 1Y | -59.6% | +15.6% | -75.3% | -62.6% |
| 3Y | -45.3% | +66.2% | -111.5% | -56.3% |
| 5Y | -50.4% | +36.6% | -87.0% | -58.7% |
| All | -26.8% | +197.6% | -224.5% | -44.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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