+92.0%
FLS price history and return analytics
+229.8%
-137.8%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.9% | +1.3% | +1.0% |
| 7D | -2.8% | -1.1% | -1.7% | -1.3% |
| 30D | -8.0% | -1.0% | -7.0% | -6.7% |
| 3M | -4.4% | +3.2% | -7.5% | -8.0% |
| 6M | -4.9% | +12.5% | -17.4% | -18.3% |
| YTD | +8.0% | +14.1% | -6.1% | -8.7% |
| 1Y | +33.1% | +18.9% | +14.2% | +6.7% |
| 3Y | +92.1% | +74.1% | +18.0% | -4.8% |
| 5Y | +129.2% | +66.9% | +62.4% | +19.8% |
| All | +92.0% | +229.8% | -137.8% | -56.3% |
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