+22.8%
FLEX vs VG
+32.8%
-9.9%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +2.3% | +9.7% | +12.2% |
| 7D | -7.2% | -8.3% | +1.2% | -8.0% |
| 30D | -34.8% | -10.3% | -24.4% | -35.3% |
| 3M | -35.6% | -10.8% | -24.8% | -35.9% |
| 6M | -45.0% | +3.5% | -48.5% | -43.3% |
| YTD | +29.4% | +74.0% | -44.6% | +17.1% |
| All | +22.8% | +32.8% | -9.9% | +20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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