+65.2%
VT vs FLNC
-67.0%
+132.2%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +6.7% | -7.2% | -1.0% |
| 7D | +1.0% | +6.0% | -4.9% | +0.6% |
| 30D | -0.2% | -16.3% | +16.1% | +1.0% |
| 3M | +4.5% | -54.1% | +58.7% | +10.0% |
| 6M | +14.1% | -25.3% | +39.4% | +13.5% |
| YTD | +14.8% | -44.2% | +58.9% | +15.5% |
| 1Y | +21.2% | +53.1% | -31.9% | +9.6% |
| 3Y | +76.6% | -58.3% | +134.9% | +67.0% |
| All | +65.2% | -67.0% | +132.2% | +47.4% |
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