+109.7%
FNLC price history and return analytics
+224.4%
-114.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -1.5% |
| 7D | -0.8% | -0.7% | -0.1% | -0.3% |
| 30D | +9.9% | -1.7% | +11.7% | +11.4% |
| 3M | +5.2% | -2.3% | +7.5% | +7.1% |
| 6M | +32.2% | +1.5% | +30.7% | +29.1% |
| YTD | +46.3% | +12.0% | +34.2% | +29.4% |
| 1Y | +51.6% | +12.9% | +38.8% | +33.1% |
| 3Y | +80.7% | +74.9% | +5.7% | +2.3% |
| 5Y | +51.3% | +59.9% | -8.6% | -7.2% |
| 10Y | +109.7% | +224.6% | -115.0% | -46.1% |
| All | +109.7% | +224.4% | -114.7% | -46.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling