+25.5%
FLEX vs VUG
+3.3%
+22.2%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.7% | +2.1% | +0.1% |
| 7D | +2.2% | -1.1% | +3.3% | +5.7% |
| 30D | -32.6% | -7.0% | -25.6% | -20.0% |
| 3M | -35.5% | -3.7% | -31.8% | -28.4% |
| 6M | -45.6% | -1.6% | -43.9% | -42.0% |
| YTD | +30.7% | +5.1% | +25.6% | +22.7% |
| All | +25.5% | +3.3% | +22.2% | +21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 1y: compounded portfolio wealth divided by compounded VUG 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…
1y analysis · Full analysis span regression · 6 months rolling