-61.0%
FLNC vs VEU
+73.8%
-134.7%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.0% | +1.4% | -0.1% |
| 7D | -4.1% | -1.4% | -2.6% | -0.5% |
| 30D | -24.8% | -0.4% | -24.4% | -23.7% |
| 3M | -59.1% | +2.5% | -61.6% | -60.2% |
| 6M | -42.0% | +11.1% | -53.1% | -52.2% |
| YTD | -49.8% | +16.5% | -66.3% | -62.7% |
| 1Y | +43.1% | +22.9% | +20.2% | -2.7% |
| 3Y | -61.0% | +73.4% | -134.4% | -89.1% |
| All | -61.0% | +73.8% | -134.7% | -89.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling