+20.5%
VEA vs FLEX
+23.4%
-2.9%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -12.3% | +14.4% | +3.6% |
| 7D | +0.7% | -17.0% | +17.7% | +2.8% |
| 30D | -0.4% | -33.8% | +33.4% | +4.5% |
| 3M | -1.7% | -39.0% | +37.3% | +4.1% |
| 6M | +5.1% | -15.9% | +21.0% | +5.5% |
| YTD | +14.4% | +27.8% | -13.4% | +6.4% |
| 1Y | +20.5% | +25.0% | -4.4% | +12.1% |
| All | +20.5% | +23.4% | -2.9% | +12.1% |
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