+80.5%
VTV vs FLUT
-51.9%
+132.4%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.6% |
| 7D | -2.1% | -3.6% | +1.5% | -1.7% |
| 30D | -1.3% | -0.3% | -1.0% | -1.4% |
| 3M | +5.6% | -12.6% | +18.3% | +6.7% |
| 6M | +12.4% | -8.0% | +20.4% | +12.6% |
| YTD | +17.6% | -54.1% | +71.8% | +27.1% |
| 1Y | +23.5% | -66.1% | +89.6% | +37.7% |
| 3Y | +67.0% | -45.0% | +112.0% | +74.5% |
| 5Y | +80.5% | -51.2% | +131.8% | +82.6% |
| All | +80.5% | -51.9% | +132.4% | +82.6% |
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