+47.6%
FLTR price history and return analytics
+342.8%
-295.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.1% |
| 7D | 0.0% | +1.0% | -1.0% | 0.0% |
| 30D | +0.4% | -0.2% | +0.6% | +0.4% |
| 3M | +1.1% | +4.5% | -3.5% | +0.7% |
| 6M | +2.3% | +14.1% | -11.8% | +1.2% |
| YTD | +3.2% | +14.8% | -11.6% | +2.0% |
| 1Y | +4.9% | +21.2% | -16.3% | +3.3% |
| 3Y | +18.6% | +76.6% | -58.0% | +13.2% |
| 5Y | +25.9% | +66.6% | -40.7% | +20.5% |
| 10Y | +41.5% | +222.3% | -180.8% | +28.6% |
| All | +47.6% | +342.8% | -295.2% | +34.4% |
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