+210.0%
FLTW price history and return analytics
+74.2%
+135.8%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +0.5% |
| 7D | -1.1% | -1.1% | 0.0% | +0.5% |
| 30D | +4.2% | -1.0% | +5.2% | +5.7% |
| 3M | +6.7% | +3.2% | +3.5% | +2.9% |
| 6M | +53.5% | +12.5% | +41.0% | +33.7% |
| YTD | +75.7% | +14.1% | +61.7% | +50.9% |
| 1Y | +89.0% | +18.9% | +70.1% | +54.7% |
| 3Y | +210.0% | +74.1% | +135.9% | +66.4% |
| All | +210.0% | +74.2% | +135.8% | +66.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling