+122.9%
FLSW price history and return analytics
+159.5%
-36.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -0.4% | +0.4% | -0.8% | -0.7% |
| 30D | -2.0% | +1.0% | -3.0% | -2.7% |
| 3M | +4.1% | +2.4% | +1.7% | +2.2% |
| 6M | +3.2% | +12.0% | -8.8% | -4.8% |
| YTD | +7.6% | +15.3% | -7.8% | -2.8% |
| 1Y | +15.4% | +22.6% | -7.2% | -0.1% |
| 3Y | +47.8% | +74.7% | -26.9% | -1.2% |
| 5Y | +39.4% | +66.1% | -26.7% | -4.2% |
| All | +122.9% | +159.5% | -36.6% | +9.6% |
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 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