+62.9%
FLRT price history and return analytics
+223.7%
-160.8%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.6% | -2.5% | 0.0% |
| 7D | +0.5% | +0.4% | +0.1% | +0.4% |
| 30D | +0.2% | -2.6% | +2.8% | +0.3% |
| 3M | +0.9% | -3.2% | +4.1% | +1.0% |
| 6M | +2.1% | +0.9% | +1.2% | +2.1% |
| YTD | +3.6% | +11.3% | -7.7% | +3.1% |
| 1Y | +4.7% | +14.0% | -9.3% | +4.1% |
| 3Y | +24.0% | +75.8% | -51.8% | +21.4% |
| 5Y | +34.3% | +57.8% | -23.6% | +31.6% |
| 10Y | +62.9% | +219.8% | -156.9% | +48.4% |
| All | +62.9% | +223.7% | -160.8% | +48.4% |
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 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