+26.0%
FLEX price history and return analytics
+11.9%
+14.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.3% | -3.7% | -3.2% |
| 7D | +7.5% | +2.4% | +5.1% | +0.8% |
| 30D | -25.3% | -1.5% | -23.8% | -20.7% |
| 3M | -39.7% | -4.1% | -35.6% | -30.2% |
| 6M | -47.9% | +0.6% | -48.4% | -46.6% |
| YTD | +24.1% | +11.0% | +13.1% | +1.5% |
| 1Y | +26.0% | +13.3% | +12.6% | -2.2% |
| All | +26.0% | +11.9% | +14.0% | -2.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling