+86.1%
FLEX vs VTR
+35.8%
+50.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.2% | -5.3% | -3.7% |
| 7D | +0.1% | -1.8% | +1.9% | -0.5% |
| 30D | -11.8% | +4.0% | -15.8% | -10.4% |
| 3M | -22.6% | +7.8% | -30.4% | -22.0% |
| 6M | +77.3% | +6.4% | +71.0% | +79.9% |
| YTD | +78.8% | +18.3% | +60.4% | +82.6% |
| 1Y | +86.1% | +33.9% | +52.1% | +92.7% |
| All | +86.1% | +35.8% | +50.3% | +92.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 1y: compounded portfolio wealth divided by compounded VTR 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…
1y analysis · Full analysis span regression · 6 months rolling