-38.0%
VG vs FLNC
-19.7%
-18.3%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +6.7% | -4.5% | +1.7% |
| 7D | -2.5% | +6.0% | -8.5% | -2.9% |
| 30D | +11.1% | -16.3% | +27.4% | +12.4% |
| 3M | +14.9% | -54.1% | +69.0% | +21.3% |
| 6M | +18.4% | -25.3% | +43.7% | +14.0% |
| YTD | +116.6% | -44.2% | +160.8% | +114.0% |
| 1Y | +9.4% | +53.1% | -43.8% | -13.3% |
| All | -38.0% | -19.7% | -18.3% | -54.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling