+689.7%
FLEX vs VOO
+80.3%
+609.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.6% | -3.5% | -3.2% |
| 7D | +0.1% | -2.0% | +2.1% | +3.2% |
| 30D | -11.8% | -1.7% | -10.1% | -9.4% |
| 3M | -22.6% | +4.7% | -27.3% | -27.0% |
| 6M | +77.3% | +12.6% | +64.8% | +53.0% |
| YTD | +78.8% | +11.8% | +67.0% | +56.4% |
| 1Y | +86.1% | +17.5% | +68.5% | +52.8% |
| 3Y | +446.2% | +77.0% | +369.2% | +174.1% |
| 5Y | +689.7% | +82.6% | +607.1% | +274.2% |
| All | +689.7% | +80.3% | +609.4% | +274.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling