-85.4%
FLNC vs VT
+53.4%
-138.8%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.2% | +3.2% | +2.8% |
| 7D | -7.9% | -2.3% | -5.5% | -0.6% |
| 30D | -31.3% | -5.0% | -26.3% | -19.6% |
| 3M | -60.1% | -4.9% | -55.2% | -53.5% |
| 6M | -61.1% | -1.5% | -59.6% | -56.5% |
| YTD | -73.4% | +8.5% | -81.8% | -76.2% |
| 1Y | -73.4% | +11.4% | -84.8% | -77.3% |
| 3Y | -71.9% | +70.1% | -142.0% | -91.2% |
| All | -85.4% | +53.4% | -138.8% | -93.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling