-68.4%
FLNC vs VLTO
+18.3%
-86.7%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | +0.6% | +9.6% | +10.3% |
| 7D | -2.1% | +13.8% | -15.9% | +0.7% |
| 30D | -20.8% | +21.2% | -42.0% | -18.0% |
| 3M | -61.3% | +21.5% | -82.8% | -59.9% |
| 6M | -50.9% | +33.0% | -83.8% | -50.0% |
| YTD | -69.4% | +17.8% | -87.2% | -67.8% |
| 1Y | -68.4% | +18.1% | -86.5% | -66.6% |
| All | -68.4% | +18.3% | -86.7% | -66.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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