+124.1%
FLN price history and return analytics
+229.8%
-105.7%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | -1.6% |
| 7D | +0.4% | -1.1% | +1.5% | +1.5% |
| 30D | +7.6% | -1.0% | +8.6% | +8.6% |
| 3M | +6.4% | +3.2% | +3.2% | +2.9% |
| 6M | +5.8% | +12.5% | -6.7% | -6.2% |
| YTD | +19.6% | +14.1% | +5.5% | +4.7% |
| 1Y | +29.6% | +18.9% | +10.7% | +8.7% |
| 3Y | +60.4% | +74.1% | -13.7% | -10.0% |
| 5Y | +79.9% | +66.9% | +13.0% | +4.5% |
| All | +124.1% | +229.8% | -105.7% | -47.3% |
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