+100.6%
FLEX vs ITOT
+17.8%
+82.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +0.8% | +6.4% | +4.8% |
| 7D | +5.7% | -0.9% | +6.6% | +8.6% |
| 30D | -7.0% | -1.5% | -5.6% | -2.9% |
| 3M | -23.8% | +3.6% | -27.4% | -30.2% |
| 6M | +82.6% | +13.7% | +69.0% | +36.0% |
| YTD | +91.6% | +12.9% | +78.7% | +45.0% |
| 1Y | +100.6% | +17.2% | +83.4% | +38.6% |
| All | +100.6% | +17.8% | +82.7% | +38.6% |
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