+416.7%
FLEX vs VXUS
+42.8%
+373.9%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.1% | +4.4% | +4.3% |
| 7D | -19.3% | -1.8% | -17.6% | -17.0% |
| 30D | -41.5% | -4.6% | -37.0% | -36.6% |
| 3M | -43.1% | -6.1% | -37.0% | -36.5% |
| 6M | -48.2% | -4.9% | -43.3% | -42.5% |
| YTD | +15.5% | +8.1% | +7.4% | +9.2% |
| 1Y | +10.2% | +12.1% | -1.9% | -0.5% |
| 3Y | +256.8% | +63.9% | +192.9% | +102.3% |
| All | +416.7% | +42.8% | +373.9% | +260.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 VXUS 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