-1.1%
FLCH price history and return analytics
+165.0%
-166.0%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.7% | -0.7% |
| 7D | -3.5% | -1.1% | -2.4% | -2.6% |
| 30D | -4.3% | -1.0% | -3.3% | -3.5% |
| 3M | -2.5% | +3.2% | -5.6% | -5.3% |
| 6M | -9.4% | +12.5% | -21.9% | -18.9% |
| YTD | -11.3% | +14.1% | -25.3% | -21.6% |
| 1Y | -15.4% | +18.9% | -34.3% | -28.0% |
| 3Y | +29.5% | +74.1% | -44.6% | -22.6% |
| 5Y | -16.1% | +66.9% | -82.9% | -47.8% |
| All | -1.1% | +165.0% | -166.0% | -60.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling