-68.4%
FLNC vs VIG
+19.5%
-87.9%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | +2.1% | +8.1% | +4.5% |
| 7D | -2.1% | +2.7% | -4.8% | -8.7% |
| 30D | -20.8% | +7.0% | -27.8% | -33.7% |
| 3M | -61.3% | +4.0% | -65.3% | -65.1% |
| 6M | -50.9% | +12.3% | -63.1% | -63.9% |
| YTD | -69.4% | +16.4% | -85.7% | -79.9% |
| 1Y | -68.4% | +19.2% | -87.6% | -80.8% |
| All | -68.4% | +19.5% | -87.9% | -80.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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