+138.1%
FNLC price history and return analytics
+223.7%
-85.6%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.6% | -0.8% | -0.5% |
| 7D | +0.7% | +0.4% | +0.3% | +0.3% |
| 30D | +12.5% | -2.6% | +15.1% | +15.0% |
| 3M | +6.0% | -3.2% | +9.2% | +8.8% |
| 6M | +30.5% | +0.9% | +29.6% | +28.1% |
| YTD | +47.2% | +11.3% | +35.9% | +31.1% |
| 1Y | +54.1% | +14.0% | +40.1% | +34.0% |
| 3Y | +82.5% | +75.8% | +6.6% | +2.9% |
| 5Y | +57.5% | +57.8% | -0.4% | -2.0% |
| 10Y | +138.1% | +219.8% | -81.7% | -29.7% |
| All | +138.1% | +223.7% | -85.6% | -29.7% |
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