+60.9%
VEA vs FLEX
+717.1%
-656.2%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.6% | -0.6% |
| 7D | +0.3% | +6.4% | -6.0% | -0.9% |
| 30D | +0.4% | -5.9% | +6.3% | +1.4% |
| 3M | +4.8% | -23.5% | +28.3% | +9.3% |
| 6M | +11.3% | +83.7% | -72.5% | -6.1% |
| YTD | +17.4% | +86.5% | -69.1% | -1.9% |
| 1Y | +26.2% | +100.5% | -74.3% | +2.9% |
| 3Y | +77.7% | +469.8% | -392.1% | +4.4% |
| 5Y | +60.9% | +725.7% | -664.7% | -20.6% |
| All | +60.9% | +717.1% | -656.2% | -20.6% |
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