+2,513.7%
FLEX vs VOO
+817.1%
+1,696.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +2.0% |
| 7D | -0.9% | +0.1% | -1.0% | -1.0% |
| 30D | -10.1% | +0.1% | -10.2% | -10.2% |
| 3M | -31.3% | +2.0% | -33.4% | -32.5% |
| 6M | +71.3% | +13.0% | +58.2% | +48.2% |
| YTD | +81.2% | +13.6% | +67.7% | +56.2% |
| 1Y | +98.5% | +20.1% | +78.4% | +59.6% |
| 3Y | +428.2% | +77.6% | +350.7% | +158.2% |
| 5Y | +657.3% | +82.4% | +574.8% | +259.6% |
| 10Y | +995.9% | +316.8% | +679.1% | +88.2% |
| All | +2,513.7% | +817.1% | +1,696.6% | +52.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling