-4.7%
FLC price history and return analytics
+57.5%
-62.2%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.8% |
| 7D | +1.1% | -0.1% | +1.3% | +1.2% |
| 30D | +2.4% | -3.1% | +5.5% | +3.8% |
| 3M | -3.6% | -3.5% | -0.1% | -2.1% |
| 6M | -3.6% | +0.5% | -4.1% | -4.1% |
| YTD | -3.5% | +10.8% | -14.3% | -8.5% |
| 1Y | -3.2% | +11.9% | -15.1% | -8.6% |
| 3Y | +41.9% | +73.0% | -31.1% | +6.7% |
| 5Y | -4.7% | +58.6% | -63.3% | -27.1% |
| All | -4.7% | +57.5% | -62.2% | -27.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling