+3.6%
VCIT vs FLNC
-85.9%
+89.5%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.8% | +6.1% | -0.6% |
| 7D | -1.4% | -7.1% | +5.7% | -1.3% |
| 30D | +0.8% | -30.2% | +31.0% | +1.2% |
| 3M | -1.7% | -64.1% | +62.4% | -0.4% |
| 6M | -2.1% | -77.7% | +75.7% | -0.3% |
| YTD | -2.0% | -76.1% | +74.0% | -0.9% |
| 1Y | -1.5% | -75.4% | +73.9% | -0.5% |
| 3Y | +19.0% | -72.4% | +91.4% | +17.6% |
| 5Y | +3.8% | -87.4% | +91.1% | +0.8% |
| All | +3.6% | -85.9% | +89.5% | +0.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling