+27.7%
VZ vs FLNC
-69.8%
+97.5%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -8.3% | +7.0% | -1.4% |
| 7D | -1.0% | -4.2% | +3.2% | -1.0% |
| 30D | +5.8% | -20.0% | +25.8% | +5.7% |
| 3M | +10.5% | -56.9% | +67.4% | +10.4% |
| 6M | +1.8% | -35.5% | +37.3% | +1.5% |
| YTD | +28.3% | -48.8% | +77.1% | +27.8% |
| 1Y | +22.0% | +49.3% | -27.3% | +20.3% |
| 3Y | +81.8% | -61.8% | +143.6% | +81.0% |
| All | +27.7% | -69.8% | +97.5% | +23.9% |
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 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