+20.2%
VZ vs FLEX
+409.9%
-389.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +4.6% | -5.5% | -0.8% |
| 7D | +2.1% | -19.3% | +21.5% | +1.5% |
| 30D | +1.4% | -41.5% | +42.9% | 0.0% |
| 3M | -1.3% | -43.1% | +41.9% | -2.6% |
| 6M | -0.5% | -48.2% | +47.7% | -2.0% |
| YTD | +19.6% | +15.5% | +4.2% | +17.2% |
| 1Y | +22.4% | +10.2% | +12.2% | +19.9% |
| 3Y | +55.9% | +256.8% | -200.9% | +36.8% |
| All | +20.2% | +409.9% | -389.7% | -0.7% |
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