-89.4%
FLX vs VOO
+37.5%
-126.9%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.5% |
| 7D | -2.6% | +0.1% | -2.7% | -2.6% |
| 30D | -7.7% | +0.1% | -7.8% | -7.7% |
| 3M | -16.6% | +2.0% | -18.6% | -16.7% |
| 6M | -16.6% | +13.0% | -29.6% | -17.8% |
| YTD | -39.9% | +13.6% | -53.5% | -40.8% |
| 1Y | -36.5% | +20.1% | -56.6% | -36.3% |
| All | -89.4% | +37.5% | -126.9% | -88.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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