+960.3%
VTI vs FLEX
+624.8%
+335.6%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | -0.7% |
| 7D | +0.1% | -0.9% | +1.0% | +0.3% |
| 30D | 0.0% | -10.1% | +10.2% | +2.4% |
| 3M | +2.0% | -31.3% | +33.3% | +10.1% |
| 6M | +13.0% | +71.3% | -58.3% | -5.8% |
| YTD | +13.9% | +81.2% | -67.3% | -6.8% |
| 1Y | +20.0% | +98.5% | -78.5% | -4.8% |
| 3Y | +75.8% | +428.2% | -352.4% | +5.3% |
| 5Y | +73.8% | +657.3% | -583.4% | -6.4% |
| 10Y | +297.5% | +995.9% | -698.4% | +78.3% |
| All | +960.3% | +624.8% | +335.6% | +264.9% |
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 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