+54.0%
VEA vs FLEX
+421.8%
-367.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.0% | +4.0% | +0.8% |
| 7D | +2.3% | +7.5% | -5.2% | +0.8% |
| 30D | +0.2% | -25.3% | +25.5% | +4.9% |
| 3M | -5.3% | -39.7% | +34.3% | +2.9% |
| 6M | -0.9% | -47.9% | +46.9% | +9.6% |
| YTD | +12.2% | +24.1% | -11.9% | 0.0% |
| 1Y | +16.1% | +26.0% | -9.9% | +2.7% |
| 3Y | +73.0% | +282.7% | -209.7% | +7.2% |
| All | +54.0% | +421.8% | -367.8% | -18.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling