+82.3%
VOO vs FLEX
+698.8%
-616.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.4% | -4.9% | -1.5% |
| 7D | +0.5% | +7.0% | -6.4% | -0.9% |
| 30D | -0.9% | -5.8% | +4.9% | +0.1% |
| 3M | +3.9% | -24.2% | +28.1% | +8.9% |
| 6M | +14.5% | +90.8% | -76.3% | -7.7% |
| YTD | +13.0% | +89.2% | -76.2% | -9.4% |
| 1Y | +19.4% | +104.7% | -85.3% | -7.3% |
| 3Y | +78.9% | +478.1% | -399.2% | -5.2% |
| 5Y | +82.3% | +726.2% | -643.9% | -19.9% |
| All | +82.3% | +698.8% | -616.5% | -19.9% |
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