+76.5%
IVV vs FLNC
-86.0%
+162.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | -0.3% |
| 7D | +2.6% | -11.2% | +13.8% | +3.4% |
| 30D | -2.0% | -24.6% | +22.6% | -0.2% |
| 3M | -2.8% | -64.6% | +61.8% | +4.1% |
| 6M | +2.2% | -78.8% | +81.0% | +12.0% |
| YTD | +11.5% | -76.3% | +87.9% | +18.6% |
| 1Y | +13.5% | -71.2% | +84.7% | +18.2% |
| 3Y | +78.1% | -71.9% | +150.0% | +69.2% |
| 5Y | +73.1% | -87.5% | +160.6% | +63.2% |
| All | +76.5% | -86.0% | +162.5% | +65.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FLNC.
Daily Out/Under-Performance
Portfolio return minus FLNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLNC 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 10y: compounded portfolio wealth divided by compounded FLNC 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…
10y analysis · Full analysis span regression · 6 months rolling