+55.0%
FNLC price history and return analytics
+53.2%
+1.8%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.1% | +2.6% | +0.9% |
| 7D | +0.1% | -4.2% | +4.3% | +2.6% |
| 30D | +8.4% | -5.8% | +14.2% | +12.1% |
| 3M | +4.6% | -5.2% | +9.8% | +7.7% |
| 6M | +29.5% | +0.1% | +29.3% | +28.4% |
| YTD | +45.3% | +8.2% | +37.0% | +36.9% |
| 1Y | +50.9% | +10.1% | +40.7% | +40.5% |
| 3Y | +73.4% | +69.7% | +3.8% | +24.1% |
| 5Y | +55.0% | +53.4% | +1.6% | +16.9% |
| All | +55.0% | +53.2% | +1.8% | +16.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling