-68.4%
FLNC vs VEU
+17.0%
-85.4%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | +2.0% | +8.2% | +4.9% |
| 7D | -2.1% | +0.2% | -2.3% | -2.4% |
| 30D | -20.8% | -2.1% | -18.7% | -15.5% |
| 3M | -61.3% | -2.7% | -58.6% | -58.2% |
| 6M | -50.9% | +3.2% | -54.1% | -51.0% |
| YTD | -69.4% | +12.6% | -81.9% | -79.8% |
| 1Y | -68.4% | +17.1% | -85.5% | -82.7% |
| All | -68.4% | +17.0% | -85.4% | -82.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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