+927.8%
VRT vs FLNC
-69.8%
+997.6%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -8.3% | -1.3% | -7.8% |
| 7D | +2.4% | -4.2% | +6.6% | +3.4% |
| 30D | -2.7% | -20.0% | +17.3% | +2.2% |
| 3M | -9.2% | -56.9% | +47.7% | +8.3% |
| 6M | -0.5% | -35.5% | +35.0% | +2.7% |
| YTD | +62.3% | -48.8% | +111.2% | +70.9% |
| 1Y | +109.6% | +49.3% | +60.3% | +64.9% |
| 3Y | +573.1% | -61.8% | +634.9% | +516.5% |
| All | +927.8% | -69.8% | +997.6% | +674.6% |
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