+25.0%
FLEX vs ITOT
+14.7%
+10.3%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | +1.5% | -13.9% | -17.0% |
| 7D | -17.0% | -0.7% | -16.3% | -15.5% |
| 30D | -33.8% | -1.1% | -32.8% | -31.1% |
| 3M | -39.0% | -0.8% | -38.2% | -36.8% |
| 6M | -15.9% | +7.0% | -22.9% | -28.0% |
| YTD | +27.8% | +13.3% | +14.5% | -4.7% |
| 1Y | +25.0% | +14.8% | +10.1% | -9.5% |
| All | +25.0% | +14.7% | +10.3% | -9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 1y: compounded portfolio wealth divided by compounded ITOT 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…
1y analysis · Full analysis span regression · 6 months rolling