-47.9%
FLEX vs VTV
+11.2%
-59.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.2% | -4.2% | -4.6% |
| 7D | +7.5% | +2.9% | +4.5% | +0.1% |
| 30D | -25.3% | +3.8% | -29.1% | -32.1% |
| 3M | -39.7% | +1.6% | -41.2% | -41.6% |
| 6M | -47.9% | +11.2% | -59.1% | -63.6% |
| All | -47.9% | +11.2% | -59.1% | -63.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling