+1,565.4%
FLEX vs VOO
+777.9%
+787.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.3% | +4.3% | +4.1% |
| 7D | -19.3% | -2.7% | -16.6% | -15.8% |
| 30D | -41.5% | -5.4% | -36.2% | -36.1% |
| 3M | -43.1% | -4.1% | -39.0% | -38.9% |
| 6M | -48.2% | +0.7% | -49.0% | -47.4% |
| YTD | +15.5% | +8.7% | +6.8% | +7.2% |
| 1Y | +10.2% | +11.0% | -0.7% | -0.2% |
| 3Y | +256.8% | +75.5% | +181.4% | +80.3% |
| 5Y | +408.2% | +68.4% | +339.9% | +173.1% |
| 10Y | +580.9% | +315.7% | +265.2% | +19.5% |
| All | +1,565.4% | +777.9% | +787.6% | +4.9% |
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