+36.7%
VTR vs FLNC
+53.3%
-16.6%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.5% | -3.5% | -1.9% |
| 7D | -1.7% | -4.9% | +3.2% | -1.8% |
| 30D | -2.4% | -27.3% | +24.8% | -3.4% |
| 3M | +14.8% | -61.9% | +76.7% | +12.2% |
| 6M | +5.3% | -34.5% | +39.8% | +4.2% |
| YTD | +18.1% | -47.7% | +65.8% | +16.1% |
| 1Y | +36.7% | +53.3% | -16.6% | +38.1% |
| All | +36.7% | +53.3% | -16.6% | +38.1% |
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