+25.0%
FLEX vs VEU
+17.0%
+8.0%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | +2.0% | -14.3% | -16.8% |
| 7D | -17.0% | +0.2% | -17.2% | -17.8% |
| 30D | -33.8% | -2.1% | -31.7% | -30.3% |
| 3M | -39.0% | -2.7% | -36.3% | -34.6% |
| 6M | -15.9% | +3.2% | -19.1% | -17.6% |
| YTD | +27.8% | +12.6% | +15.3% | +0.4% |
| 1Y | +25.0% | +17.1% | +7.9% | -11.6% |
| All | +25.0% | +17.0% | +8.0% | -11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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