+13.8%
VTI vs FLEX
+20.5%
-6.8%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.0% | +3.6% | 0.0% |
| 7D | +2.5% | +7.5% | -4.9% | +1.7% |
| 30D | -1.5% | -25.3% | +23.8% | +0.8% |
| 3M | -3.2% | -39.7% | +36.5% | +0.9% |
| 6M | +2.3% | -47.9% | +50.2% | +7.5% |
| YTD | +11.6% | +24.1% | -12.5% | +3.8% |
| 1Y | +13.8% | +26.0% | -12.2% | +5.4% |
| All | +13.8% | +20.5% | -6.8% | +5.4% |
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