+14.8%
IVV vs FLEX
+23.4%
-8.6%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -12.3% | +13.9% | +2.7% |
| 7D | -0.7% | -17.0% | +16.3% | +0.9% |
| 30D | -1.0% | -33.8% | +32.8% | +2.6% |
| 3M | -0.3% | -39.0% | +38.7% | +3.9% |
| 6M | +7.4% | -15.9% | +23.3% | +7.2% |
| YTD | +13.4% | +27.8% | -14.5% | +5.5% |
| 1Y | +14.8% | +25.0% | -10.2% | +7.0% |
| All | +14.8% | +23.4% | -8.6% | +7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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