+100.6%
FLEX vs VTRS
+66.8%
+33.8%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +0.8% | +6.4% | +7.0% |
| 7D | +5.7% | -2.2% | +7.9% | +6.4% |
| 30D | -7.0% | +3.3% | -10.3% | -7.9% |
| 3M | -23.8% | +2.0% | -25.8% | -25.0% |
| 6M | +82.6% | +19.9% | +62.7% | +66.4% |
| YTD | +91.6% | +35.7% | +55.9% | +71.4% |
| 1Y | +100.6% | +68.1% | +32.5% | +71.5% |
| All | +100.6% | +66.8% | +33.8% | +71.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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