+808.1%
VZ vs FLEX
+4,545.3%
-3,737.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -13.6% | +13.5% | +1.0% |
| 7D | +5.6% | -28.3% | +33.9% | +8.3% |
| 30D | +1.9% | -45.0% | +46.9% | +6.3% |
| 3M | +0.8% | -45.2% | +46.0% | +5.0% |
| 6M | +0.6% | -30.8% | +31.4% | +1.3% |
| YTD | +20.8% | +10.4% | +10.3% | +15.9% |
| 1Y | +23.9% | +2.3% | +21.7% | +19.6% |
| 3Y | +55.7% | +238.9% | -183.2% | +31.8% |
| 5Y | +21.5% | +386.0% | -364.5% | -1.6% |
| 10Y | +68.5% | +551.1% | -482.7% | +26.6% |
| All | +808.1% | +4,545.3% | -3,737.2% | +526.6% |
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