+76.9%
VOO vs FLNC
-71.1%
+147.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.2% | +3.6% | -0.3% |
| 7D | -2.0% | -5.0% | +3.0% | -1.7% |
| 30D | -1.7% | -26.1% | +24.4% | +0.4% |
| 3M | +4.7% | -55.2% | +59.9% | +10.2% |
| 6M | +12.6% | -42.6% | +55.1% | +14.1% |
| YTD | +11.8% | -51.0% | +62.8% | +13.4% |
| 1Y | +17.5% | +43.3% | -25.8% | +6.7% |
| 3Y | +77.0% | -63.4% | +140.4% | +68.2% |
| All | +76.9% | -71.1% | +147.9% | +58.5% |
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 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