+73.7%
VTI vs FLUT
-48.5%
+122.2%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.8% | -0.3% |
| 7D | -0.4% | -2.6% | +2.2% | 0.0% |
| 30D | -1.6% | +5.4% | -7.0% | -2.6% |
| 3M | +3.6% | -10.8% | +14.3% | +4.8% |
| 6M | +13.0% | -9.2% | +22.2% | +13.7% |
| YTD | +12.7% | -53.8% | +66.5% | +26.6% |
| 1Y | +18.4% | -66.0% | +84.3% | +39.7% |
| 3Y | +76.4% | -44.7% | +121.1% | +88.5% |
| 5Y | +73.7% | -50.6% | +124.3% | +76.5% |
| All | +73.7% | -48.5% | +122.2% | +76.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling