+20.9%
VZ vs FLNC
-86.0%
+106.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | -0.4% |
| 7D | +1.5% | -11.2% | +12.7% | +1.4% |
| 30D | +4.4% | -24.6% | +29.0% | +4.3% |
| 3M | -2.4% | -64.6% | +62.2% | -2.6% |
| 6M | +1.4% | -78.8% | +80.2% | +1.1% |
| YTD | +21.4% | -76.3% | +97.7% | +20.7% |
| 1Y | +20.3% | -71.2% | +91.5% | +19.4% |
| 3Y | +57.4% | -71.9% | +129.3% | +55.2% |
| 5Y | +21.9% | -87.5% | +109.5% | +18.4% |
| All | +20.9% | -86.0% | +106.9% | +17.0% |
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