-67.3%
FLO price history and return analytics
+65.7%
-133.0%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.6% |
| 7D | -2.9% | -1.1% | -1.8% | -2.6% |
| 30D | -15.1% | -1.0% | -14.1% | -14.8% |
| 3M | -20.7% | +3.2% | -23.8% | -21.4% |
| 6M | -28.2% | +12.5% | -40.7% | -30.9% |
| YTD | -41.5% | +14.1% | -55.6% | -44.0% |
| 1Y | -54.4% | +18.9% | -73.3% | -57.0% |
| 3Y | -69.3% | +74.1% | -143.4% | -74.7% |
| All | -67.3% | +65.7% | -133.0% | -73.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling