+28.3%
VZ vs FLNC
-71.1%
+99.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.2% | +4.7% | +0.4% |
| 7D | -1.2% | -5.0% | +3.8% | -1.2% |
| 30D | +5.7% | -26.1% | +31.8% | +5.6% |
| 3M | +8.2% | -55.2% | +63.4% | +8.1% |
| 6M | +1.7% | -42.6% | +44.3% | +1.4% |
| YTD | +28.9% | -51.0% | +79.9% | +28.4% |
| 1Y | +22.7% | +43.3% | -20.6% | +21.1% |
| 3Y | +82.7% | -63.4% | +146.1% | +81.8% |
| All | +28.3% | -71.1% | +99.4% | +24.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling