-71.6%
FLNC vs VIG
+60.1%
-131.8%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.7% | +1.8% | +0.8% |
| 7D | -4.1% | -1.1% | -3.0% | -1.6% |
| 30D | -24.8% | -2.7% | -22.0% | -19.8% |
| 3M | -59.1% | +2.5% | -61.6% | -61.3% |
| 6M | -42.0% | +9.2% | -51.2% | -52.4% |
| YTD | -49.8% | +9.8% | -59.6% | -58.9% |
| 1Y | +43.1% | +12.4% | +30.7% | +14.6% |
| 3Y | -61.0% | +55.9% | -116.8% | -85.0% |
| All | -71.6% | +60.1% | -131.8% | -87.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling