+25.5%
VZ vs FLEX
+657.3%
-631.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.5% | -2.4% | -0.9% |
| 7D | +0.1% | -0.9% | +1.0% | +0.1% |
| 30D | +7.9% | -10.1% | +18.0% | +7.7% |
| 3M | +13.6% | -31.3% | +45.0% | +13.3% |
| 6M | +1.1% | +71.3% | -70.2% | +0.3% |
| YTD | +29.3% | +81.2% | -52.0% | +28.0% |
| 1Y | +21.2% | +98.5% | -77.3% | +19.6% |
| 3Y | +75.9% | +428.2% | -352.3% | +57.3% |
| All | +25.5% | +657.3% | -631.8% | +6.0% |
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