-65.6%
FLY vs VT
+17.5%
-83.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +36.8% | +0.2% | +36.6% | +36.1% |
| 7D | +15.8% | -2.3% | +18.1% | +25.3% |
| 30D | -3.5% | -5.0% | +1.5% | +15.0% |
| 3M | -13.7% | -4.9% | -8.8% | +3.4% |
| 6M | -39.9% | -1.5% | -38.4% | -33.1% |
| YTD | -7.2% | +8.5% | -15.7% | -21.9% |
| 1Y | +7.4% | +11.4% | -4.0% | -15.8% |
| All | -65.6% | +17.5% | -83.1% | -71.8% |
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 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