-26.2%
FLOC price history and return analytics
+39.1%
-65.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +1.3% |
| 7D | -2.1% | +1.0% | -3.1% | -3.3% |
| 30D | -1.5% | -0.2% | -1.3% | -1.3% |
| 3M | -10.0% | +4.5% | -14.6% | -15.4% |
| 6M | -7.6% | +14.1% | -21.7% | -23.8% |
| YTD | +15.3% | +14.8% | +0.5% | -6.1% |
| 1Y | +42.8% | +21.2% | +21.6% | +7.5% |
| All | -26.2% | +39.1% | -65.3% | -56.4% |
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