+89.6%
VRT vs FLNC
+46.9%
+42.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.5% | +1.1% | +3.1% |
| 7D | -8.4% | -4.1% | -4.3% | -7.5% |
| 30D | -10.9% | -24.8% | +13.9% | -5.9% |
| 3M | -13.7% | -59.1% | +45.4% | +0.7% |
| 6M | -4.1% | -42.0% | +37.8% | +2.9% |
| YTD | +58.7% | -49.8% | +108.5% | +68.5% |
| 1Y | +89.6% | +43.1% | +46.5% | +60.8% |
| All | +89.6% | +46.9% | +42.7% | +60.8% |
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