+72.6%
FLLA price history and return analytics
+163.6%
-91.0%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +2.1% |
| 7D | +4.2% | +1.0% | +3.2% | +3.1% |
| 30D | +5.2% | -0.2% | +5.4% | +5.4% |
| 3M | +10.8% | +4.5% | +6.3% | +5.8% |
| 6M | +8.2% | +14.1% | -5.9% | -5.3% |
| YTD | +20.9% | +14.8% | +6.2% | +5.4% |
| 1Y | +34.9% | +21.2% | +13.7% | +11.3% |
| 3Y | +57.2% | +76.6% | -19.4% | -12.1% |
| 5Y | +77.4% | +66.6% | +10.8% | +5.0% |
| All | +72.6% | +163.6% | -91.0% | -37.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling