-71.1%
FLNC price history and return analytics
+65.1%
-136.2%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -0.6% | -7.7% | -6.7% |
| 7D | -4.2% | -0.1% | -4.0% | -3.9% |
| 30D | -20.0% | -0.7% | -19.3% | -18.3% |
| 3M | -56.9% | +4.0% | -60.9% | -59.6% |
| 6M | -35.5% | +12.3% | -47.8% | -49.5% |
| YTD | -48.8% | +14.0% | -62.9% | -60.6% |
| 1Y | +49.3% | +20.3% | +29.0% | +5.3% |
| 3Y | -61.8% | +75.4% | -137.2% | -89.1% |
| All | -71.1% | +65.1% | -136.2% | -88.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling