-77.8%
FLNC vs VLTO
+56.4%
-134.2%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.6% | -1.8% | -1.5% |
| 7D | -11.2% | +1.0% | -12.2% | -11.6% |
| 30D | -24.6% | +17.5% | -42.1% | -31.7% |
| 3M | -64.6% | +21.4% | -86.0% | -68.6% |
| 6M | -78.8% | +38.1% | -117.0% | -83.3% |
| YTD | -76.3% | +19.0% | -95.4% | -79.1% |
| 1Y | -71.2% | +20.7% | -91.9% | -75.0% |
| 3Y | -71.9% | +64.3% | -136.2% | -81.7% |
| All | -77.8% | +56.4% | -134.2% | -84.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling