+40.9%
VSH vs FLNC
-62.9%
+103.7%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.5% | +3.7% | +5.7% |
| 7D | +4.8% | -4.1% | +8.8% | +5.4% |
| 30D | -0.7% | -24.8% | +24.1% | +4.8% |
| 3M | -43.1% | -59.1% | +16.0% | -32.8% |
| 6M | +91.8% | -42.0% | +133.7% | +108.3% |
| YTD | +131.6% | -49.8% | +181.4% | +151.8% |
| 1Y | +118.1% | +43.1% | +75.0% | +93.1% |
| 3Y | +40.9% | -61.0% | +101.8% | +29.5% |
| All | +40.9% | -62.9% | +103.7% | +29.5% |
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