+127.4%
FLSW price history and return analytics
+144.1%
-16.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.4% |
| 7D | +0.3% | -2.3% | +2.6% | +1.9% |
| 30D | +8.8% | -5.0% | +13.7% | +12.6% |
| 3M | +0.8% | -4.9% | +5.7% | +4.3% |
| 6M | +5.0% | -1.5% | +6.5% | +5.8% |
| YTD | +9.7% | +8.5% | +1.2% | +3.4% |
| 1Y | +19.3% | +11.4% | +7.9% | +10.3% |
| 3Y | +60.8% | +70.1% | -9.3% | +9.4% |
| 5Y | +41.6% | +53.7% | -12.1% | +2.6% |
| All | +127.4% | +144.1% | -16.7% | +16.6% |
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