+25.0%
FLEX vs VCIT
-0.8%
+25.7%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | +0.6% | -12.9% | -14.2% |
| 7D | -17.0% | +0.4% | -17.4% | -18.3% |
| 30D | -33.8% | +2.2% | -36.0% | -39.7% |
| 3M | -39.0% | -1.8% | -37.2% | -32.8% |
| 6M | -15.9% | -1.6% | -14.3% | -6.8% |
| YTD | +27.8% | -1.7% | +29.6% | +39.1% |
| 1Y | +25.0% | -0.8% | +25.8% | +35.3% |
| All | +25.0% | -0.8% | +25.7% | +35.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 1y: compounded portfolio wealth divided by compounded VCIT 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…
1y analysis · Full analysis span regression · 6 months rolling