+1,033.9%
FLEX vs VTEB
+17.5%
+1,016.5%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.7% | -3.4% | -3.6% |
| 7D | +0.1% | -1.2% | +1.3% | +1.0% |
| 30D | -11.8% | -2.9% | -8.9% | -9.9% |
| 3M | -22.6% | -3.2% | -19.4% | -20.7% |
| 6M | +77.3% | -2.6% | +80.0% | +81.1% |
| YTD | +78.8% | -1.8% | +80.6% | +81.7% |
| 1Y | +86.1% | +0.2% | +85.9% | +86.7% |
| 3Y | +446.2% | +8.2% | +438.0% | +418.1% |
| 5Y | +689.7% | +0.8% | +688.9% | +678.5% |
| All | +1,033.9% | +17.5% | +1,016.5% | +1,240.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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