+13.5%
VT vs FLNC
-71.8%
+85.3%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.6% | -5.5% | -0.3% |
| 7D | -1.6% | -8.5% | +6.9% | -1.2% |
| 30D | -2.5% | -27.7% | +25.2% | -1.0% |
| 3M | -1.3% | -62.2% | +60.9% | +3.4% |
| 6M | +3.1% | -54.9% | +58.0% | +6.0% |
| YTD | +10.9% | -72.2% | +83.1% | +15.7% |
| All | +13.5% | -71.8% | +85.3% | +17.3% |
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