-78.7%
FLYX vs VT
+63.3%
-142.0%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.2% | +2.3% |
| 7D | -1.7% | +1.0% | -2.7% | -2.8% |
| 30D | -2.5% | -0.2% | -2.3% | -2.3% |
| 3M | -54.7% | +4.5% | -59.2% | -57.2% |
| 6M | -51.7% | +14.1% | -65.7% | -58.1% |
| YTD | -71.5% | +14.8% | -86.3% | -75.4% |
| 1Y | -72.7% | +21.2% | -93.9% | -77.4% |
| All | -78.7% | +63.3% | -142.0% | -83.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling