+282.7%
FLEX vs VTEB
+10.6%
+272.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.3% | -3.7% | -3.9% |
| 7D | +7.5% | -1.2% | +8.7% | +7.9% |
| 30D | -25.3% | +2.5% | -27.7% | -26.5% |
| 3M | -39.7% | -1.7% | -38.0% | -38.4% |
| 6M | -47.9% | -1.2% | -46.6% | -46.8% |
| YTD | +24.1% | -0.5% | +24.6% | +26.5% |
| 1Y | +26.0% | -0.1% | +26.0% | +28.4% |
| 3Y | +282.7% | +10.5% | +272.2% | +253.8% |
| All | +282.7% | +10.6% | +272.1% | +253.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling