+61.4%
VWO vs FLUT
-43.3%
+104.7%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-10 to 2026-09-10.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.9% | -1.5% |
| 7D | -1.7% | -3.6% | +1.9% | -1.4% |
| 30D | -0.3% | -0.3% | 0.0% | -0.4% |
| 3M | +4.0% | -12.6% | +16.6% | +4.9% |
| 6M | +8.1% | -8.0% | +16.1% | +8.3% |
| YTD | +11.6% | -54.1% | +65.7% | +20.4% |
| 1Y | +16.2% | -66.1% | +82.3% | +29.6% |
| All | +61.4% | -43.3% | +104.7% | +67.3% |
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 2023-09-10 to 2026-09-10: 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…
2023-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling