-7.9%
FLO price history and return analytics
+371.8%
-379.7%
-74.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.0% |
| 7D | -5.5% | +1.0% | -6.5% | -5.9% |
| 30D | -14.6% | -0.2% | -14.4% | -14.5% |
| 3M | -14.2% | +4.5% | -18.8% | -15.9% |
| 6M | -29.4% | +14.1% | -43.5% | -33.4% |
| YTD | -39.3% | +14.8% | -54.1% | -43.0% |
| 1Y | -54.7% | +21.2% | -75.9% | -58.4% |
| 3Y | -67.7% | +76.6% | -144.3% | -74.9% |
| 5Y | -66.7% | +66.6% | -133.3% | -73.8% |
| 10Y | -37.0% | +222.3% | -259.2% | -63.9% |
| All | -7.9% | +371.8% | -379.7% | -57.5% |
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