+100.5%
FLEX price history and return analytics
+20.4%
+80.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | +0.4% |
| 7D | +6.4% | -0.1% | +6.5% | +6.7% |
| 30D | -5.9% | -0.7% | -5.2% | -4.0% |
| 3M | -23.5% | +4.0% | -27.5% | -30.2% |
| 6M | +83.7% | +12.3% | +71.4% | +42.7% |
| YTD | +86.5% | +14.0% | +72.5% | +39.4% |
| 1Y | +100.5% | +20.3% | +80.2% | +35.5% |
| All | +100.5% | +20.4% | +80.1% | +35.5% |
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