+22.8%
FLEX vs ROIV
+101.7%
-78.9%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +4.6% | +7.4% | +10.3% |
| 7D | -7.2% | +13.3% | -20.5% | -11.1% |
| 30D | -34.8% | +14.8% | -49.5% | -37.8% |
| 3M | -35.6% | +11.9% | -47.5% | -38.5% |
| 6M | -45.0% | +42.4% | -87.4% | -51.7% |
| YTD | +29.4% | +87.4% | -58.0% | +4.0% |
| All | +22.8% | +101.7% | -78.9% | -0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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