+120.6%
VLO vs FLEX
+23.4%
+97.2%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -12.3% | +6.6% | -6.3% |
| 7D | -6.0% | -17.0% | +11.0% | -6.8% |
| 30D | -12.9% | -33.8% | +21.0% | -14.4% |
| 3M | +18.3% | -39.0% | +57.4% | +15.8% |
| 6M | +46.4% | -15.9% | +62.3% | +49.5% |
| YTD | +127.7% | +27.8% | +99.9% | +129.9% |
| 1Y | +120.6% | +25.0% | +95.7% | +125.5% |
| All | +120.6% | +23.4% | +97.2% | +125.5% |
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