+424.8%
FLEX vs VO
+36.2%
+388.6%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | 0.0% | -4.0% | -4.0% |
| 7D | +7.5% | +3.1% | +4.4% | +3.1% |
| 30D | -25.3% | +2.2% | -27.5% | -27.0% |
| 3M | -39.7% | -2.5% | -37.2% | -36.6% |
| 6M | -47.9% | +7.0% | -54.8% | -51.4% |
| YTD | +24.1% | +14.0% | +10.1% | +7.0% |
| 1Y | +26.0% | +15.6% | +10.3% | +6.8% |
| 3Y | +282.7% | +66.2% | +216.5% | +114.1% |
| All | +424.8% | +36.2% | +388.6% | +274.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling