+98.5%
FLEX vs VLTO
-8.3%
+106.8%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.6% | +3.1% | +1.0% |
| 7D | -0.9% | -2.3% | +1.4% | -1.6% |
| 30D | -10.1% | -0.9% | -9.3% | -10.2% |
| 3M | -31.3% | +13.8% | -45.2% | -30.4% |
| 6M | +71.3% | +2.0% | +69.3% | +77.5% |
| YTD | +81.2% | -3.2% | +84.4% | +88.5% |
| 1Y | +98.5% | -9.2% | +107.7% | +105.4% |
| All | +98.5% | -8.3% | +106.8% | +105.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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