+19.3%
VCIT vs FLNC
-72.1%
+91.3%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -9.1% | +8.4% | -0.6% |
| 7D | +0.1% | -10.7% | +10.8% | +0.2% |
| 30D | +1.1% | -33.9% | +35.0% | +1.4% |
| 3M | -1.4% | -61.2% | +59.8% | -0.6% |
| 6M | -2.3% | -79.7% | +77.4% | -1.2% |
| YTD | -1.8% | -75.2% | +73.4% | -1.1% |
| 1Y | -1.0% | -77.5% | +76.5% | -0.3% |
| 3Y | +19.3% | -71.4% | +90.6% | +18.2% |
| All | +19.3% | -72.1% | +91.3% | +18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FLNC.
Daily Out/Under-Performance
Portfolio return minus FLNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLNC 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 FLNC 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