+26.9%
FLMI price history and return analytics
+166.9%
-140.0%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.4% |
| 7D | -1.4% | +2.4% | -3.8% | -1.6% |
| 30D | +3.1% | -1.5% | +4.6% | +3.2% |
| 3M | -2.0% | -4.1% | +2.1% | -1.8% |
| 6M | -1.4% | +0.6% | -1.9% | -1.4% |
| YTD | 0.0% | +11.0% | -11.0% | -0.6% |
| 1Y | +0.5% | +13.3% | -12.9% | -0.3% |
| 3Y | +17.4% | +73.4% | -55.9% | +13.7% |
| 5Y | +7.9% | +57.4% | -49.5% | +4.9% |
| All | +26.9% | +166.9% | -140.0% | +17.5% |
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