+28.7%
VZ vs FLNC
-69.1%
+97.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.5% | -2.4% | -0.9% |
| 7D | +0.1% | -4.9% | +5.0% | +0.1% |
| 30D | +7.9% | -27.3% | +35.2% | +7.8% |
| 3M | +13.6% | -61.9% | +75.5% | +13.5% |
| 6M | +1.1% | -34.5% | +35.6% | +0.8% |
| YTD | +29.3% | -47.7% | +77.0% | +28.8% |
| 1Y | +21.2% | +53.3% | -32.1% | +19.6% |
| 3Y | +75.9% | -62.4% | +138.3% | +75.1% |
| All | +28.7% | -69.1% | +97.8% | +24.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling