+905.0%
FLEX vs VTEB
+26.8%
+878.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.3% | -3.7% | -3.8% |
| 7D | +7.5% | -1.2% | +8.7% | +8.2% |
| 30D | -25.3% | +2.5% | -27.7% | -26.5% |
| 3M | -39.7% | -1.7% | -38.0% | -39.0% |
| 6M | -47.9% | -1.2% | -46.6% | -47.4% |
| YTD | +24.1% | -0.5% | +24.6% | +24.7% |
| 1Y | +26.0% | -0.1% | +26.0% | +26.3% |
| 3Y | +282.7% | +10.5% | +272.2% | +261.2% |
| 5Y | +424.2% | +2.6% | +421.7% | +411.2% |
| 10Y | +613.8% | +22.4% | +591.4% | +804.4% |
| All | +905.0% | +26.8% | +878.2% | +1,293.0% |
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