-71.1%
FLNC vs VO
+40.0%
-111.1%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -0.8% | -7.5% | -6.4% |
| 7D | -4.2% | -0.6% | -3.6% | -2.9% |
| 30D | -20.0% | -1.9% | -18.1% | -16.0% |
| 3M | -56.9% | +3.3% | -60.1% | -59.3% |
| 6M | -35.5% | +9.7% | -45.2% | -47.0% |
| YTD | -48.8% | +12.6% | -61.4% | -59.7% |
| 1Y | +49.3% | +13.6% | +35.6% | +19.1% |
| 3Y | -61.8% | +56.8% | -118.6% | -84.7% |
| All | -71.1% | +40.0% | -111.1% | -82.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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