+53.1%
FLNC vs VT
+21.4%
+31.7%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.5% | +7.2% | +8.6% |
| 7D | +6.0% | +1.0% | +4.9% | +1.4% |
| 30D | -16.3% | -0.2% | -16.1% | -15.4% |
| 3M | -54.1% | +4.5% | -58.7% | -59.8% |
| 6M | -25.3% | +14.1% | -39.4% | -51.1% |
| YTD | -44.2% | +14.8% | -58.9% | -65.0% |
| 1Y | +53.1% | +21.2% | +31.9% | -21.0% |
| All | +53.1% | +21.4% | +31.7% | -21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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