+53.3%
FLNC vs ITOT
+20.8%
+32.5%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +2.8% |
| 7D | -4.9% | +0.1% | -5.0% | -5.5% |
| 30D | -27.3% | 0.0% | -27.3% | -27.2% |
| 3M | -61.9% | +2.0% | -63.8% | -63.4% |
| 6M | -34.5% | +13.0% | -47.5% | -56.6% |
| YTD | -47.7% | +14.0% | -61.6% | -66.0% |
| 1Y | +53.3% | +19.9% | +33.4% | -10.9% |
| All | +53.3% | +20.8% | +32.5% | -10.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 1y: compounded portfolio wealth divided by compounded ITOT 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…
1y analysis · Full analysis span regression · 6 months rolling