-75.4%
FLNC vs VYM
+17.8%
-93.2%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -3.3% | -12.6% | -6.6% |
| 7D | -16.3% | -3.0% | -13.3% | -7.5% |
| 30D | -36.6% | +0.9% | -37.5% | -36.9% |
| 3M | -64.2% | -2.7% | -61.5% | -60.7% |
| 6M | -59.9% | +3.4% | -63.3% | -62.3% |
| YTD | -74.2% | +13.3% | -87.6% | -83.4% |
| 1Y | -75.4% | +17.0% | -92.4% | -85.5% |
| All | -75.4% | +17.8% | -93.2% | -85.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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