+1,060.6%
FLEX vs VOO
+314.0%
+746.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.6% | +4.9% | +5.2% |
| 7D | +7.0% | +0.5% | +6.4% | +6.1% |
| 30D | -5.8% | -0.9% | -4.9% | -4.5% |
| 3M | -24.2% | +3.9% | -28.1% | -27.5% |
| 6M | +90.8% | +14.5% | +76.3% | +61.0% |
| YTD | +89.2% | +13.0% | +76.2% | +63.4% |
| 1Y | +104.7% | +19.4% | +85.3% | +64.6% |
| 3Y | +478.1% | +78.9% | +399.2% | +174.6% |
| 5Y | +726.2% | +82.3% | +643.9% | +285.3% |
| 10Y | +1,060.6% | +314.2% | +746.4% | +106.2% |
| All | +1,060.6% | +314.0% | +746.6% | +106.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling