-64.1%
FLY vs VT
+24.9%
-89.0%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | 0.0% | +2.9% | +3.0% |
| 7D | +1.9% | +0.4% | +1.5% | +0.5% |
| 30D | -5.1% | +1.0% | -6.1% | -7.7% |
| 3M | -47.6% | +2.4% | -49.9% | -50.3% |
| 6M | +1.3% | +12.0% | -10.7% | -25.1% |
| YTD | -3.1% | +15.3% | -18.5% | -34.1% |
| 1Y | -49.4% | +22.6% | -72.0% | -67.3% |
| All | -64.1% | +24.9% | -89.0% | -76.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling