-72.3%
FLNC vs VIG
+59.0%
-131.3%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.5% | -3.8% | -3.2% |
| 7D | -5.0% | -2.2% | -2.8% | 0.0% |
| 30D | -26.1% | -3.2% | -22.9% | -20.3% |
| 3M | -55.2% | +3.0% | -58.2% | -58.0% |
| 6M | -42.6% | +8.1% | -50.7% | -51.9% |
| YTD | -51.0% | +9.1% | -60.1% | -59.2% |
| 1Y | +43.3% | +12.6% | +30.8% | +14.5% |
| 3Y | -63.4% | +55.4% | -118.8% | -85.8% |
| All | -72.3% | +59.0% | -131.3% | -87.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling