-34.8%
VG vs FLNC
-29.5%
-5.3%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -4.2% | +5.6% | +1.7% |
| 7D | +7.0% | -5.0% | +12.0% | +7.3% |
| 30D | +17.2% | -26.1% | +43.3% | +19.6% |
| 3M | +16.8% | -55.2% | +72.0% | +23.2% |
| 6M | +36.3% | -42.6% | +78.9% | +35.4% |
| YTD | +127.9% | -51.0% | +178.9% | +127.1% |
| 1Y | +11.7% | +43.3% | -31.6% | -11.8% |
| All | -34.8% | -29.5% | -5.3% | -51.7% |
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