+446.2%
FLEX vs VTV
+77.3%
+368.9%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.6% | -0.4% |
| 7D | +17.1% | +2.3% | +14.8% | +13.1% |
| 30D | -29.5% | +3.8% | -33.3% | -33.6% |
| 3M | -37.3% | +1.7% | -39.0% | -38.8% |
| 6M | -44.1% | +10.9% | -55.0% | -52.2% |
| YTD | +29.3% | +21.7% | +7.6% | -3.4% |
| 1Y | +24.2% | +23.4% | +0.8% | -8.9% |
| 3Y | +297.3% | +78.0% | +219.3% | +75.2% |
| 5Y | +446.2% | +77.4% | +368.8% | +143.4% |
| All | +446.2% | +77.3% | +368.9% | +143.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling