-61.0%
FLNC vs VCLT
+11.4%
-72.3%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.4% | +2.4% |
| 7D | -4.1% | -1.4% | -2.7% | -1.3% |
| 30D | -24.8% | -1.2% | -23.6% | -22.8% |
| 3M | -59.1% | -4.8% | -54.3% | -54.8% |
| 6M | -42.0% | -2.6% | -39.4% | -37.9% |
| YTD | -49.8% | -3.3% | -46.5% | -46.0% |
| 1Y | +43.1% | -4.8% | +47.9% | +58.0% |
| 3Y | -61.0% | +11.5% | -72.5% | -66.2% |
| All | -61.0% | +11.4% | -72.3% | -66.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 3y: compounded portfolio wealth divided by compounded VCLT 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…
3y analysis · Full analysis span regression · 6 months rolling