+53.3%
FLNC vs VIG
+16.9%
+36.5%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +1.9% | +3.0% |
| 7D | -4.9% | -0.4% | -4.4% | -3.6% |
| 30D | -27.3% | -1.0% | -26.3% | -24.9% |
| 3M | -61.9% | +2.8% | -64.6% | -65.0% |
| 6M | -34.5% | +8.2% | -42.7% | -49.2% |
| YTD | -47.7% | +11.0% | -58.7% | -64.4% |
| 1Y | +53.3% | +16.1% | +37.2% | -6.3% |
| All | +53.3% | +16.9% | +36.5% | -6.3% |
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