-61.0%
FLNC price history and return analytics
+74.2%
-135.2%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.9% | +1.6% | +0.1% |
| 7D | -4.1% | -1.1% | -3.0% | -1.0% |
| 30D | -24.8% | -1.0% | -23.8% | -22.4% |
| 3M | -59.1% | +3.2% | -62.3% | -61.2% |
| 6M | -42.0% | +12.5% | -54.4% | -54.6% |
| YTD | -49.8% | +14.1% | -63.9% | -61.3% |
| 1Y | +43.1% | +18.9% | +24.2% | +4.3% |
| 3Y | -61.0% | +74.1% | -135.0% | -89.8% |
| All | -61.0% | +74.2% | -135.2% | -89.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling