+730.0%
FLEX vs VTRS
+47.1%
+682.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +0.8% | +6.4% | +6.9% |
| 7D | +5.7% | -2.2% | +7.9% | +6.5% |
| 30D | -7.0% | +3.3% | -10.3% | -8.1% |
| 3M | -23.8% | +2.0% | -25.8% | -25.0% |
| 6M | +82.6% | +19.9% | +62.7% | +69.7% |
| YTD | +91.6% | +35.7% | +55.9% | +70.3% |
| 1Y | +100.6% | +68.1% | +32.5% | +65.1% |
| 3Y | +479.8% | +87.1% | +392.7% | +340.4% |
| All | +730.0% | +47.1% | +682.9% | +536.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling