+287.0%
FLEX vs VEU
+70.5%
+216.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.7% | -2.0% | -1.4% |
| 7D | -13.6% | +0.5% | -14.1% | -14.1% |
| 30D | -36.5% | -2.3% | -34.2% | -32.9% |
| 3M | -36.4% | -4.4% | -32.0% | -29.8% |
| 6M | -46.5% | -2.2% | -44.3% | -42.4% |
| YTD | +25.9% | +10.9% | +15.0% | +12.7% |
| 1Y | +19.6% | +13.4% | +6.2% | +3.8% |
| 3Y | +287.0% | +69.7% | +217.3% | +92.8% |
| All | +287.0% | +70.5% | +216.5% | +92.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling