-69.2%
FLO price history and return analytics
+72.7%
-141.9%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.8% | -1.4% |
| 7D | -5.3% | -2.0% | -3.3% | -4.8% |
| 30D | -14.7% | -1.4% | -13.2% | -14.4% |
| 3M | -20.1% | +4.7% | -24.8% | -21.0% |
| 6M | -28.3% | +11.4% | -39.6% | -30.4% |
| YTD | -41.4% | +13.1% | -54.4% | -43.4% |
| 1Y | -54.3% | +19.0% | -73.3% | -56.6% |
| All | -69.2% | +72.7% | -141.9% | -74.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling