+726.2%
FLEX vs VTR
+91.4%
+634.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.4% | +4.8% | +4.5% |
| 7D | +7.0% | -2.4% | +9.4% | +7.6% |
| 30D | -5.8% | -3.7% | -2.1% | -5.0% |
| 3M | -24.2% | +13.5% | -37.7% | -27.9% |
| 6M | +90.8% | +7.2% | +83.6% | +84.4% |
| YTD | +89.2% | +17.6% | +71.6% | +77.3% |
| 1Y | +104.7% | +35.4% | +69.3% | +82.2% |
| 3Y | +478.1% | +132.8% | +345.2% | +299.6% |
| 5Y | +726.2% | +88.7% | +637.5% | +505.6% |
| All | +726.2% | +91.4% | +634.8% | +505.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling