+45.4%
FLC price history and return analytics
+76.6%
-31.2%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.3% |
| 7D | -0.4% | +1.0% | -1.4% | -0.8% |
| 30D | -1.2% | -0.2% | -0.9% | -1.1% |
| 3M | +0.4% | +4.5% | -4.1% | -1.5% |
| 6M | -1.6% | +14.1% | -15.7% | -7.2% |
| YTD | -1.1% | +14.8% | -15.8% | -7.0% |
| 1Y | +1.7% | +21.2% | -19.5% | -6.8% |
| 3Y | +45.4% | +76.6% | -31.2% | +4.3% |
| All | +45.4% | +76.6% | -31.2% | +4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling