+938.9%
VTI vs FLEX
+396.3%
+542.6%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.0% | +3.6% | +0.6% |
| 7D | +2.5% | +7.5% | -4.9% | +0.6% |
| 30D | -1.5% | -25.3% | +23.8% | +4.3% |
| 3M | -3.2% | -39.7% | +36.5% | +7.3% |
| 6M | +2.3% | -47.9% | +50.2% | +15.7% |
| YTD | +11.6% | +24.1% | -12.5% | -1.6% |
| 1Y | +13.8% | +26.0% | -12.2% | -0.5% |
| 3Y | +77.4% | +282.7% | -205.3% | +13.2% |
| 5Y | +64.6% | +424.2% | -359.7% | -4.5% |
| 10Y | +290.6% | +613.8% | -323.2% | +91.2% |
| All | +938.9% | +396.3% | +542.6% | +285.2% |
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