+19.9%
VGT vs FLUT
-63.1%
+83.0%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.3% | +2.6% | +0.3% |
| 7D | -6.5% | +4.2% | -10.7% | -6.6% |
| 30D | -10.6% | +8.0% | -18.6% | -10.8% |
| 3M | -3.7% | -22.1% | +18.4% | -2.8% |
| 6M | +10.4% | -21.7% | +32.1% | +11.1% |
| YTD | +23.1% | -62.0% | +85.0% | +36.8% |
| 1Y | +19.9% | -63.2% | +83.1% | +33.8% |
| All | +19.9% | -63.1% | +83.0% | +33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FLUT.
Daily Out/Under-Performance
Portfolio return minus FLUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLUT 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 1y: compounded portfolio wealth divided by compounded FLUT 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…
1y analysis · Full analysis span regression · 6 months rolling