+125.8%
FLSW price history and return analytics
+149.6%
-23.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | +1.3% | -1.6% | +2.9% | +2.4% |
| 30D | +8.3% | -2.5% | +10.7% | +10.1% |
| 3M | +0.9% | -1.3% | +2.2% | +1.8% |
| 6M | +6.5% | +3.1% | +3.5% | +4.1% |
| YTD | +8.9% | +10.9% | -2.0% | +1.1% |
| 1Y | +18.5% | +12.1% | +6.4% | +9.2% |
| 3Y | +59.4% | +73.9% | -14.5% | +6.8% |
| 5Y | +40.0% | +58.0% | -18.0% | -0.4% |
| All | +125.8% | +149.6% | -23.8% | +14.0% |
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