+472.6%
FNLC price history and return analytics
+345.0%
+127.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.1% | +2.6% | +2.6% |
| 7D | +0.1% | -4.2% | +4.3% | +4.3% |
| 30D | +8.4% | -5.8% | +14.2% | +14.8% |
| 3M | +4.6% | -5.2% | +9.8% | +9.9% |
| 6M | +29.5% | +0.1% | +29.3% | +27.8% |
| YTD | +45.3% | +8.2% | +37.0% | +31.8% |
| 1Y | +50.9% | +10.1% | +40.7% | +34.4% |
| 3Y | +73.4% | +69.7% | +3.8% | -2.2% |
| 5Y | +55.0% | +53.4% | +1.6% | -5.5% |
| 10Y | +148.7% | +219.2% | -70.6% | -30.5% |
| All | +472.6% | +345.0% | +127.7% | +4.6% |
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