+1,432.2%
FLEX vs VTEB
+26.6%
+1,405.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | 0.0% | +4.4% | +4.4% |
| 7D | +7.0% | -0.2% | +7.2% | +7.1% |
| 30D | -5.8% | -1.6% | -4.2% | -4.8% |
| 3M | -24.2% | -2.0% | -22.2% | -23.2% |
| 6M | +90.8% | -1.7% | +92.5% | +93.1% |
| YTD | +89.2% | -0.6% | +89.8% | +90.3% |
| 1Y | +104.7% | +1.8% | +102.9% | +103.3% |
| 3Y | +478.1% | +9.6% | +468.5% | +448.2% |
| 5Y | +726.2% | +2.1% | +724.1% | +707.7% |
| 10Y | +1,060.6% | +18.9% | +1,041.7% | +1,274.1% |
| All | +1,432.2% | +26.6% | +1,405.6% | +2,025.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling