+424.2%
FLTW price history and return analytics
+158.0%
+266.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.9% | +0.8% |
| 7D | +2.3% | -0.1% | +2.5% | +2.4% |
| 30D | +8.9% | -0.7% | +9.6% | +9.6% |
| 3M | +8.6% | +4.0% | +4.6% | +5.5% |
| 6M | +57.2% | +12.3% | +45.0% | +44.0% |
| YTD | +77.0% | +14.0% | +63.0% | +60.3% |
| 1Y | +94.3% | +20.3% | +74.0% | +68.6% |
| 3Y | +213.0% | +75.4% | +137.6% | +103.3% |
| 5Y | +169.7% | +66.0% | +103.7% | +81.7% |
| All | +424.2% | +158.0% | +266.2% | +168.2% |
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