+1,060.6%
FLEX price history and return analytics
+221.4%
+839.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.5% | +4.9% | +5.2% |
| 7D | +7.0% | +1.0% | +6.0% | +5.2% |
| 30D | -5.8% | -0.2% | -5.6% | -5.3% |
| 3M | -24.2% | +4.5% | -28.8% | -28.4% |
| 6M | +90.8% | +14.1% | +76.7% | +60.4% |
| YTD | +89.2% | +14.8% | +74.4% | +58.1% |
| 1Y | +104.7% | +21.2% | +83.5% | +58.5% |
| 3Y | +478.1% | +76.6% | +401.5% | +163.5% |
| 5Y | +726.2% | +66.6% | +659.6% | +316.5% |
| 10Y | +1,060.6% | +222.3% | +838.3% | +164.8% |
| All | +1,060.6% | +221.4% | +839.2% | +164.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling