+18.8%
FLMB price history and return analytics
+178.8%
-160.0%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.1% |
| 7D | 0.0% | +1.0% | -1.1% | -0.1% |
| 30D | -1.9% | -0.2% | -1.7% | -1.9% |
| 3M | -2.5% | +4.5% | -7.1% | -2.8% |
| 6M | -1.9% | +14.1% | -15.9% | -2.7% |
| YTD | -0.7% | +14.8% | -15.4% | -1.6% |
| 1Y | +2.8% | +21.2% | -18.3% | +1.6% |
| 3Y | +11.7% | +76.6% | -64.9% | +7.4% |
| 5Y | -0.2% | +66.6% | -66.8% | -3.9% |
| All | +18.8% | +178.8% | -160.0% | +9.4% |
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