+478.7%
VLO vs FLNC
-69.8%
+548.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -8.3% | +9.9% | +2.0% |
| 7D | +6.2% | -4.2% | +10.4% | +6.4% |
| 30D | +23.5% | -20.0% | +43.5% | +24.8% |
| 3M | +53.9% | -56.9% | +110.7% | +59.8% |
| 6M | +81.7% | -35.5% | +117.2% | +81.7% |
| YTD | +142.5% | -48.8% | +191.3% | +143.5% |
| 1Y | +145.4% | +49.3% | +96.2% | +124.8% |
| 3Y | +197.3% | -61.8% | +259.1% | +178.0% |
| All | +478.7% | -69.8% | +548.5% | +445.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling