+48.4%
VRTX vs FLNC
-62.9%
+111.3%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.5% | -2.3% | +0.1% |
| 7D | -5.6% | -4.1% | -1.6% | -5.5% |
| 30D | -2.0% | -24.8% | +22.8% | -1.4% |
| 3M | +15.8% | -59.1% | +74.9% | +18.0% |
| 6M | +4.7% | -42.0% | +46.6% | +4.8% |
| YTD | +13.7% | -49.8% | +63.5% | +13.9% |
| 1Y | +29.7% | +43.1% | -13.4% | +23.2% |
| 3Y | +48.4% | -61.0% | +109.4% | +46.2% |
| All | +48.4% | -62.9% | +111.3% | +46.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling