+478.1%
FLEX vs VTV
+69.1%
+409.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.8% | +5.2% | +5.9% |
| 7D | +7.0% | +0.3% | +6.7% | +6.3% |
| 30D | -5.8% | +0.1% | -5.9% | -6.2% |
| 3M | -24.2% | +6.2% | -30.4% | -31.9% |
| 6M | +90.8% | +13.5% | +77.3% | +54.5% |
| YTD | +89.2% | +18.9% | +70.3% | +42.3% |
| 1Y | +104.7% | +25.8% | +78.9% | +40.7% |
| 3Y | +478.1% | +68.7% | +409.3% | +185.2% |
| All | +478.1% | +69.1% | +409.0% | +185.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling