+13.8%
VRT vs FLNC
-69.0%
+82.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +10.2% | -23.1% | -15.0% |
| 7D | -15.4% | -2.1% | -13.3% | -15.3% |
| 30D | -19.0% | -20.8% | +1.8% | -15.4% |
| 3M | -23.8% | -61.3% | +37.5% | -9.2% |
| 6M | -37.9% | -50.9% | +13.0% | -31.4% |
| YTD | +27.0% | -69.4% | +96.3% | +44.4% |
| 1Y | +13.8% | -68.4% | +82.2% | +26.0% |
| All | +13.8% | -69.0% | +82.8% | +26.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling