+827.8%
VOO vs FLEX
+2,542.2%
-1,714.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.5% | -1.9% | -0.8% |
| 7D | +0.1% | -0.9% | +1.0% | +0.3% |
| 30D | +0.1% | -10.1% | +10.2% | +2.6% |
| 3M | +2.0% | -31.3% | +33.4% | +10.6% |
| 6M | +13.0% | +71.3% | -58.2% | -7.5% |
| YTD | +13.6% | +81.2% | -67.7% | -9.2% |
| 1Y | +20.1% | +98.5% | -78.4% | -7.2% |
| 3Y | +77.6% | +428.2% | -350.7% | -1.0% |
| 5Y | +82.4% | +657.3% | -574.8% | -10.5% |
| 10Y | +316.8% | +995.9% | -679.1% | +63.3% |
| All | +827.8% | +2,542.2% | -1,714.4% | +156.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling