+63.4%
VSH vs FLNC
-69.0%
+132.3%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +10.2% | -15.3% | -7.8% |
| 7D | -13.6% | -2.1% | -11.5% | -13.3% |
| 30D | -30.4% | -20.8% | -9.6% | -26.2% |
| 3M | -33.3% | -61.3% | +28.1% | -16.1% |
| 6M | -15.1% | -50.9% | +35.8% | +3.9% |
| YTD | +80.2% | -69.4% | +149.6% | +129.4% |
| 1Y | +63.4% | -68.4% | +131.8% | +104.7% |
| All | +63.4% | -69.0% | +132.3% | +104.7% |
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