+162.2%
FLV vs VT
+204.9%
-42.7%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -0.5% | +0.4% | -0.9% | -0.8% |
| 30D | -0.3% | +1.0% | -1.3% | -1.0% |
| 3M | +8.4% | +2.4% | +6.0% | +6.5% |
| 6M | +8.8% | +12.0% | -3.2% | +0.3% |
| YTD | +15.9% | +15.3% | +0.6% | +4.6% |
| 1Y | +19.7% | +22.6% | -2.9% | +3.3% |
| 3Y | +55.7% | +74.7% | -19.0% | +2.9% |
| 5Y | +62.9% | +66.1% | -3.3% | +11.6% |
| All | +162.2% | +204.9% | -42.7% | -1.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling