-94.6%
FLD price history and return analytics
+66.5%
-161.1%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.9% | -4.5% | -4.9% |
| 7D | +6.6% | -2.0% | +8.6% | +7.7% |
| 30D | +16.1% | -1.4% | +17.5% | +17.1% |
| 3M | -26.2% | +4.7% | -30.9% | -27.5% |
| 6M | -63.7% | +11.4% | -75.1% | -65.2% |
| YTD | -80.0% | +13.1% | -93.0% | -80.8% |
| 1Y | -84.8% | +19.0% | -103.8% | -85.7% |
| 3Y | -95.0% | +73.9% | -169.0% | -95.4% |
| All | -94.6% | +66.5% | -161.1% | -95.1% |
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