+725.7%
FLEX vs VTV
+80.1%
+645.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -0.9% |
| 7D | +6.4% | -0.7% | +7.0% | +7.4% |
| 30D | -5.9% | -0.5% | -5.4% | -5.2% |
| 3M | -23.5% | +5.3% | -28.8% | -29.3% |
| 6M | +83.7% | +12.9% | +70.9% | +53.7% |
| YTD | +86.5% | +18.5% | +68.0% | +45.2% |
| 1Y | +100.5% | +25.3% | +75.2% | +43.8% |
| 3Y | +469.8% | +68.2% | +401.6% | +173.4% |
| 5Y | +725.7% | +80.6% | +645.0% | +257.1% |
| All | +725.7% | +80.1% | +645.5% | +257.1% |
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