+480.9%
VLO vs FLNC
-70.4%
+551.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.5% | -1.2% | +1.2% |
| 7D | +5.3% | -4.1% | +9.4% | +5.5% |
| 30D | +18.2% | -24.8% | +43.0% | +19.9% |
| 3M | +53.3% | -59.1% | +112.4% | +59.8% |
| 6M | +70.4% | -42.0% | +112.4% | +71.6% |
| YTD | +143.4% | -49.8% | +193.2% | +144.7% |
| 1Y | +153.0% | +43.1% | +109.9% | +132.4% |
| 3Y | +195.0% | -61.0% | +255.9% | +175.3% |
| All | +480.9% | -70.4% | +551.3% | +448.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling