+65.3%
FLRT price history and return analytics
+213.4%
-148.1%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.1% |
| 7D | +0.2% | -2.3% | +2.5% | +0.3% |
| 30D | +0.1% | -5.0% | +5.0% | +0.2% |
| 3M | +0.8% | -4.9% | +5.6% | +0.9% |
| 6M | +2.2% | -1.5% | +3.7% | +2.2% |
| YTD | +3.4% | +8.5% | -5.1% | +3.1% |
| 1Y | +4.6% | +11.4% | -6.8% | +4.2% |
| 3Y | +24.0% | +70.1% | -46.0% | +21.9% |
| 5Y | +34.2% | +53.7% | -19.6% | +32.0% |
| 10Y | +59.7% | +220.0% | -160.2% | +56.1% |
| All | +65.3% | +213.4% | -148.1% | +62.2% |
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 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