+852.7%
FLEX vs VEU
+176.7%
+675.9%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.9% | +2.9% | +2.6% |
| 7D | +2.2% | -0.5% | +2.8% | +3.7% |
| 30D | -32.6% | -1.0% | -31.6% | -31.1% |
| 3M | -35.5% | -3.6% | -31.9% | -31.5% |
| 6M | -45.6% | -1.2% | -44.4% | -43.2% |
| YTD | +30.7% | +12.0% | +18.7% | +19.2% |
| 1Y | +28.4% | +13.9% | +14.5% | +15.1% |
| 3Y | +301.7% | +71.3% | +230.4% | +126.5% |
| 5Y | +473.3% | +50.3% | +423.0% | +280.3% |
| 10Y | +651.7% | +150.3% | +501.4% | +201.6% |
| All | +852.7% | +176.7% | +675.9% | +201.5% |
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