-47.7%
FLNC vs VLTO
+26.2%
-73.8%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.8% | +7.5% | +7.2% |
| 7D | +6.0% | -1.6% | +7.5% | +6.9% |
| 30D | -16.3% | -2.9% | -13.5% | -14.8% |
| 3M | -54.1% | +12.7% | -66.8% | -59.0% |
| 6M | -25.3% | +1.6% | -26.9% | -27.9% |
| YTD | -44.2% | -4.0% | -40.2% | -43.7% |
| 1Y | +53.1% | -10.2% | +63.3% | +62.7% |
| All | -47.7% | +26.2% | -73.8% | -59.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling