+25.0%
FLEX vs VO
+16.3%
+8.7%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | +0.9% | -13.2% | -14.6% |
| 7D | -17.0% | +1.0% | -18.0% | -19.3% |
| 30D | -33.8% | +2.6% | -36.5% | -38.1% |
| 3M | -39.0% | -0.3% | -38.8% | -38.3% |
| 6M | -15.9% | +7.6% | -23.5% | -27.8% |
| YTD | +27.8% | +14.7% | +13.1% | -4.9% |
| 1Y | +25.0% | +16.4% | +8.5% | -9.7% |
| All | +25.0% | +16.3% | +8.7% | -9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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