+158.3%
VEA vs FLEX
+1,045.7%
-887.4%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.1% | +2.9% | -0.3% |
| 7D | -2.1% | +0.1% | -2.2% | -2.1% |
| 30D | -1.1% | -11.8% | +10.7% | +1.4% |
| 3M | +5.1% | -22.6% | +27.6% | +9.7% |
| 6M | +9.8% | +77.3% | -67.5% | -7.4% |
| YTD | +15.9% | +78.8% | -62.8% | -2.9% |
| 1Y | +24.6% | +86.1% | -61.5% | +2.6% |
| 3Y | +75.5% | +446.2% | -370.7% | +6.8% |
| 5Y | +59.4% | +689.7% | -630.3% | -13.5% |
| All | +158.3% | +1,045.7% | -887.4% | +12.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling