+86.1%
FLEX vs VTV
+23.7%
+62.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.7% | -3.4% | -2.4% |
| 7D | +0.1% | -2.1% | +2.2% | +5.3% |
| 30D | -11.8% | -1.3% | -10.4% | -9.0% |
| 3M | -22.6% | +5.6% | -28.2% | -32.5% |
| 6M | +77.3% | +12.4% | +64.9% | +35.8% |
| YTD | +78.8% | +17.6% | +61.1% | +27.8% |
| 1Y | +86.1% | +23.5% | +62.6% | +26.4% |
| All | +86.1% | +23.7% | +62.3% | +26.4% |
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