+174.5%
FLXS vs VT
+53.4%
+121.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.9% | -2.9% |
| 7D | -2.9% | -2.3% | -0.6% | -1.0% |
| 30D | -17.4% | -5.0% | -12.4% | -13.7% |
| 3M | -6.8% | -4.9% | -1.9% | -2.9% |
| 6M | +30.8% | -1.5% | +32.4% | +32.0% |
| YTD | +83.0% | +8.5% | +74.5% | +68.8% |
| 1Y | +110.2% | +11.4% | +98.8% | +89.3% |
| 3Y | +332.4% | +70.1% | +262.4% | +182.7% |
| All | +174.5% | +53.4% | +121.1% | +100.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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