+100.5%
FLEX vs VGT
+37.6%
+62.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.1% | -1.3% | -1.2% |
| 7D | +6.4% | +1.5% | +4.9% | +3.7% |
| 30D | -5.9% | +0.5% | -6.4% | -6.5% |
| 3M | -23.5% | +5.3% | -28.7% | -28.8% |
| 6M | +83.7% | +32.4% | +51.3% | +18.3% |
| YTD | +86.5% | +28.6% | +57.9% | +25.3% |
| 1Y | +100.5% | +37.6% | +62.9% | +22.2% |
| All | +100.5% | +37.6% | +62.9% | +22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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