-88.4%
FLWS vs VT
+66.2%
-154.6%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | 0.0% | +4.2% | +4.2% |
| 7D | 0.0% | +0.4% | -0.4% | -0.6% |
| 30D | -9.7% | +1.0% | -10.7% | -10.9% |
| 3M | -17.5% | +2.4% | -19.9% | -20.6% |
| 6M | +7.8% | +12.0% | -4.2% | -8.8% |
| YTD | -5.1% | +15.3% | -20.4% | -23.1% |
| 1Y | -28.0% | +22.6% | -50.6% | -47.0% |
| 3Y | -47.3% | +74.7% | -122.0% | -77.1% |
| All | -88.4% | +66.2% | -154.6% | -94.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling