+303.1%
FLEX vs VO
+68.0%
+235.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.3% | +2.5% | +1.4% |
| 7D | +2.2% | +0.2% | +2.0% | +2.8% |
| 30D | -32.6% | +2.0% | -34.7% | -34.4% |
| 3M | -35.5% | -0.3% | -35.2% | -34.2% |
| 6M | -45.6% | +7.3% | -52.8% | -50.7% |
| YTD | +30.7% | +15.0% | +15.7% | +6.6% |
| 1Y | +28.4% | +14.7% | +13.7% | +5.4% |
| All | +303.1% | +68.0% | +235.1% | +103.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling