-71.6%
FLNC vs VRSN
+40.6%
-112.2%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.3% | +1.1% | +1.6% |
| 7D | -4.1% | +0.2% | -4.3% | -4.5% |
| 30D | -24.8% | +3.8% | -28.5% | -26.9% |
| 3M | -59.1% | +5.0% | -64.1% | -61.3% |
| 6M | -42.0% | +24.9% | -66.8% | -51.4% |
| YTD | -49.8% | +21.6% | -71.4% | -57.8% |
| 1Y | +43.1% | +2.4% | +40.7% | +36.8% |
| 3Y | -61.0% | +47.3% | -108.3% | -74.6% |
| All | -71.6% | +40.6% | -112.2% | -79.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 5y: compounded portfolio wealth divided by compounded VRSN 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…
5y analysis · Full analysis span regression · 6 months rolling