+25.5%
FLEX vs VIG
+16.6%
+8.9%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.8% | +3.0% | +1.9% |
| 7D | +2.2% | -0.3% | +2.6% | +3.8% |
| 30D | -32.6% | +4.9% | -37.6% | -39.8% |
| 3M | -35.5% | +2.9% | -38.4% | -39.6% |
| 6M | -45.6% | +11.2% | -56.8% | -58.0% |
| YTD | +30.7% | +16.0% | +14.7% | -10.0% |
| All | +25.5% | +16.6% | +8.9% | -13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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