+3.5%
VNQ vs FLNC
-70.4%
+73.9%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.5% | -1.8% | +0.6% |
| 7D | -1.3% | -4.1% | +2.8% | -1.1% |
| 30D | -2.6% | -24.8% | +22.2% | -1.1% |
| 3M | -2.0% | -59.1% | +57.1% | +2.5% |
| 6M | +4.3% | -42.0% | +46.3% | +4.8% |
| YTD | +9.2% | -49.8% | +59.0% | +9.6% |
| 1Y | +5.6% | +43.1% | -37.5% | -5.0% |
| 3Y | +30.8% | -61.0% | +91.8% | +23.5% |
| All | +3.5% | -70.4% | +73.9% | -5.1% |
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