+478.1%
FLEX vs ITOT
+77.4%
+400.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.6% | +4.9% | +5.4% |
| 7D | +7.0% | +0.7% | +6.3% | +5.6% |
| 30D | -5.8% | -1.1% | -4.7% | -3.8% |
| 3M | -24.2% | +3.9% | -28.1% | -28.4% |
| 6M | +90.8% | +14.7% | +76.1% | +54.6% |
| YTD | +89.2% | +13.3% | +75.9% | +57.0% |
| 1Y | +104.7% | +19.1% | +85.6% | +58.2% |
| 3Y | +478.1% | +77.3% | +400.7% | +192.3% |
| All | +478.1% | +77.4% | +400.6% | +192.3% |
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