+107.7%
VSH vs FLR
+9.6%
+98.1%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.2% | -2.5% | -2.9% |
| 7D | +26.2% | +10.1% | +16.1% | +17.4% |
| 30D | -12.5% | -0.5% | -12.0% | -11.2% |
| 3M | -16.9% | -4.8% | -12.1% | -13.5% |
| 6M | -17.0% | +10.7% | -27.7% | -18.5% |
| YTD | +93.8% | +25.0% | +68.9% | +66.9% |
| All | +107.7% | +9.6% | +98.1% | +90.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FLR.
Daily Out/Under-Performance
Portfolio return minus FLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLR 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 FLR 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