+4.9%
VCIT vs FLNC
-67.0%
+72.0%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +6.7% | -6.8% | -0.2% |
| 7D | +0.1% | +6.0% | -5.9% | 0.0% |
| 30D | -0.8% | -16.3% | +15.6% | -0.5% |
| 3M | -0.5% | -54.1% | +53.6% | +0.5% |
| 6M | -1.4% | -25.3% | +23.9% | -1.5% |
| YTD | -0.8% | -44.2% | +43.4% | -0.7% |
| 1Y | +0.3% | +53.1% | -52.8% | -2.1% |
| 3Y | +19.2% | -58.3% | +77.5% | +17.8% |
| All | +4.9% | -67.0% | +72.0% | +1.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling