+168.5%
FLXS vs VOO
+82.8%
+85.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.5% | -2.3% |
| 7D | -0.9% | -0.8% | -0.2% | -0.3% |
| 30D | +10.3% | -1.1% | +11.4% | +11.2% |
| 3M | +29.3% | +3.9% | +25.4% | +24.9% |
| 6M | +78.3% | +13.6% | +64.7% | +59.5% |
| YTD | +107.8% | +12.7% | +95.1% | +87.7% |
| 1Y | +67.1% | +17.6% | +49.5% | +45.9% |
| 3Y | +342.5% | +77.3% | +265.2% | +189.6% |
| All | +168.5% | +82.8% | +85.7% | +75.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling