+66.0%
VT vs FLNC
-69.1%
+135.1%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | -0.1% |
| 7D | +0.4% | -4.9% | +5.3% | +0.8% |
| 30D | +1.0% | -27.3% | +28.2% | +3.2% |
| 3M | +2.4% | -61.9% | +64.3% | +9.1% |
| 6M | +12.0% | -34.5% | +46.5% | +12.6% |
| YTD | +15.3% | -47.7% | +63.0% | +16.6% |
| 1Y | +22.6% | +53.3% | -30.7% | +10.7% |
| 3Y | +74.7% | -62.4% | +137.1% | +66.7% |
| All | +66.0% | -69.1% | +135.1% | +48.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling