+425.6%
FLEX vs VTV
+736.6%
-311.0%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.2% | -4.2% | -4.3% |
| 7D | +7.5% | +2.9% | +4.5% | +3.5% |
| 30D | -25.3% | +3.8% | -29.1% | -28.9% |
| 3M | -39.7% | +1.6% | -41.2% | -40.8% |
| 6M | -47.9% | +11.2% | -59.1% | -54.5% |
| YTD | +24.1% | +22.0% | +2.1% | -3.8% |
| 1Y | +26.0% | +24.9% | +1.1% | -5.3% |
| 3Y | +282.7% | +78.5% | +204.2% | +81.4% |
| 5Y | +424.2% | +77.8% | +346.5% | +153.6% |
| 10Y | +613.8% | +231.1% | +382.7% | +58.3% |
| All | +425.6% | +736.6% | -311.0% | -72.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling