+635.3%
VST vs FLNC
-86.6%
+721.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -9.1% | +7.0% | -0.8% |
| 7D | -6.0% | -10.7% | +4.7% | -4.9% |
| 30D | -18.8% | -33.9% | +15.2% | -14.4% |
| 3M | -8.0% | -61.2% | +53.2% | +3.8% |
| 6M | -10.9% | -79.7% | +68.8% | +6.9% |
| YTD | -18.3% | -75.2% | +56.8% | -8.3% |
| 1Y | -29.9% | -77.5% | +47.5% | -20.8% |
| 3Y | +290.3% | -71.4% | +361.7% | +277.2% |
| 5Y | +635.3% | -85.6% | +720.9% | +599.6% |
| All | +635.3% | -86.6% | +721.9% | +599.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling