+663.2%
FLEX vs VCIT
+4.1%
+659.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | -0.9% | -0.3% | -0.5% | -0.4% |
| 30D | -10.1% | -0.8% | -9.4% | -9.3% |
| 3M | -31.3% | -1.0% | -30.3% | -30.3% |
| 6M | +71.3% | -1.8% | +73.1% | +76.0% |
| YTD | +81.2% | -0.7% | +81.9% | +84.0% |
| 1Y | +98.5% | +1.0% | +97.5% | +98.0% |
| 3Y | +428.2% | +18.8% | +409.4% | +339.5% |
| All | +663.2% | +4.1% | +659.2% | +508.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling