+153.7%
FLS price history and return analytics
+356.5%
-202.8%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.3% |
| 7D | +3.4% | +2.4% | +1.0% | +0.3% |
| 30D | +18.4% | -1.5% | +19.9% | +20.9% |
| 3M | +2.7% | -4.1% | +6.8% | +8.8% |
| 6M | +25.8% | +0.6% | +25.2% | +25.9% |
| YTD | +20.8% | +11.0% | +9.8% | +6.2% |
| 1Y | +23.7% | +13.3% | +10.3% | +5.8% |
| 3Y | +131.8% | +73.4% | +58.4% | +14.9% |
| 5Y | +168.9% | +57.4% | +111.5% | +50.7% |
| 10Y | +120.4% | +221.7% | -101.3% | -50.5% |
| All | +153.7% | +356.5% | -202.8% | -63.7% |
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