-59.6%
FLUT vs VSH
+92.4%
-152.1%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.2% | +3.2% | -1.1% |
| 7D | -0.7% | +14.3% | -15.0% | -0.4% |
| 30D | +9.3% | -7.9% | +17.1% | +9.3% |
| 3M | -17.5% | -19.9% | +2.4% | -17.4% |
| 6M | -14.6% | -30.5% | +15.9% | -17.4% |
| YTD | -62.3% | +85.7% | -147.9% | -70.1% |
| 1Y | -59.6% | +98.9% | -158.6% | -68.6% |
| All | -59.6% | +92.4% | -152.1% | -68.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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