+98.5%
FLEX vs VTV
+27.0%
+71.5%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.7% | +2.1% |
| 7D | -0.9% | +0.5% | -1.4% | -2.2% |
| 30D | -10.1% | +1.1% | -11.3% | -12.8% |
| 3M | -31.3% | +5.9% | -37.2% | -40.4% |
| 6M | +71.3% | +11.6% | +59.6% | +30.9% |
| YTD | +81.2% | +19.8% | +61.4% | +23.8% |
| 1Y | +98.5% | +26.2% | +72.3% | +25.6% |
| All | +98.5% | +27.0% | +71.5% | +25.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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