+165.0%
FLQM price history and return analytics
+192.3%
-27.3%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | 0.0% |
| 7D | -2.0% | -1.1% | -0.9% | -1.1% |
| 30D | -2.8% | -1.0% | -1.8% | -2.1% |
| 3M | +3.5% | +3.2% | +0.4% | +0.7% |
| 6M | +7.5% | +12.5% | -5.0% | -3.0% |
| YTD | +6.7% | +14.1% | -7.3% | -4.9% |
| 1Y | +5.2% | +18.9% | -13.7% | -9.5% |
| 3Y | +40.9% | +74.1% | -33.2% | -11.7% |
| 5Y | +39.4% | +66.9% | -27.5% | -9.9% |
| All | +165.0% | +192.3% | -27.3% | +24.5% |
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 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