+312.2%
VOO vs FLEX
+637.8%
-325.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.7% | -0.1% |
| 7D | +3.3% | +17.1% | -13.8% | -0.6% |
| 30D | -2.7% | -29.5% | +26.9% | +4.2% |
| 3M | -1.7% | -37.3% | +35.5% | +7.5% |
| 6M | +3.1% | -44.1% | +47.2% | +14.2% |
| YTD | +11.9% | +29.3% | -17.4% | -3.4% |
| 1Y | +12.1% | +24.2% | -12.1% | -2.6% |
| 3Y | +78.6% | +297.3% | -218.8% | +8.2% |
| 5Y | +73.8% | +446.2% | -372.4% | -5.8% |
| All | +312.2% | +637.8% | -325.6% | +86.5% |
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 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