+73.4%
VUG vs FLNC
-70.4%
+143.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.5% | -1.5% | +0.7% |
| 7D | -0.5% | -4.1% | +3.6% | -0.2% |
| 30D | -1.0% | -24.8% | +23.8% | +1.7% |
| 3M | +3.5% | -59.1% | +62.6% | +12.1% |
| 6M | +14.2% | -42.0% | +56.2% | +16.3% |
| YTD | +8.5% | -49.8% | +58.3% | +10.4% |
| 1Y | +12.9% | +43.1% | -30.2% | -0.8% |
| 3Y | +85.6% | -61.0% | +146.6% | +72.5% |
| All | +73.4% | -70.4% | +143.7% | +47.5% |
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