+1,221.1%
FLEX vs VEU
+192.1%
+1,029.0%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.5% | +1.0% | +0.8% |
| 7D | -0.9% | +1.1% | -2.0% | -2.2% |
| 30D | -10.1% | +2.2% | -12.3% | -12.4% |
| 3M | -31.3% | +3.0% | -34.3% | -32.9% |
| 6M | +71.3% | +10.9% | +60.4% | +55.7% |
| YTD | +81.2% | +18.2% | +63.1% | +52.7% |
| 1Y | +98.5% | +28.3% | +70.2% | +52.5% |
| 3Y | +428.2% | +74.6% | +353.6% | +186.6% |
| 5Y | +657.3% | +56.4% | +600.9% | +372.4% |
| 10Y | +995.9% | +153.0% | +842.9% | +325.4% |
| All | +1,221.1% | +192.1% | +1,029.0% | +286.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling