+248.0%
FLEX vs VLTO
+54.8%
+193.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.5% | +4.1% | +4.5% |
| 7D | -19.3% | +5.4% | -24.7% | -20.1% |
| 30D | -41.5% | +22.3% | -63.8% | -44.1% |
| 3M | -43.1% | +19.6% | -62.7% | -45.4% |
| 6M | -48.2% | +35.2% | -83.4% | -52.9% |
| YTD | +15.5% | +17.9% | -2.4% | +12.2% |
| 1Y | +10.2% | +19.5% | -9.3% | +5.9% |
| 3Y | +256.8% | +73.9% | +182.9% | +206.5% |
| All | +248.0% | +54.8% | +193.1% | +210.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling