+1,086.7%
FLEX vs VEU
+150.1%
+936.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -0.3% |
| 7D | +6.4% | +0.3% | +6.0% | +5.9% |
| 30D | -5.9% | +0.7% | -6.5% | -6.7% |
| 3M | -23.5% | +4.7% | -28.1% | -27.5% |
| 6M | +83.7% | +11.6% | +72.1% | +61.3% |
| YTD | +86.5% | +16.8% | +69.7% | +53.4% |
| 1Y | +100.5% | +24.9% | +75.6% | +50.7% |
| 3Y | +469.8% | +75.7% | +394.1% | +167.1% |
| 5Y | +725.7% | +56.1% | +669.5% | +363.2% |
| 10Y | +1,086.7% | +153.6% | +933.1% | +299.1% |
| All | +1,086.7% | +150.1% | +936.6% | +299.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling