+282.7%
FLEX vs ITOT
+77.6%
+205.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.4% | -3.6% | -3.2% |
| 7D | +7.5% | +2.5% | +5.0% | +2.7% |
| 30D | -25.3% | -1.7% | -23.6% | -21.6% |
| 3M | -39.7% | -3.4% | -36.3% | -34.2% |
| 6M | -47.9% | +2.1% | -50.0% | -48.0% |
| YTD | +24.1% | +11.5% | +12.6% | +7.8% |
| 1Y | +26.0% | +13.6% | +12.3% | +6.4% |
| 3Y | +282.7% | +77.2% | +205.5% | +68.2% |
| All | +282.7% | +77.6% | +205.1% | +68.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling