+945.4%
FLXS price history and return analytics
+356.5%
+588.9%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.2% |
| 7D | +4.7% | +2.4% | +2.3% | +3.5% |
| 30D | -12.5% | -1.5% | -11.0% | -11.8% |
| 3M | +0.9% | -4.1% | +5.0% | +3.1% |
| 6M | +39.2% | +0.6% | +38.7% | +38.7% |
| YTD | +91.6% | +11.0% | +80.6% | +81.3% |
| 1Y | +116.3% | +13.3% | +103.0% | +102.6% |
| 3Y | +378.5% | +73.4% | +305.2% | +266.5% |
| 5Y | +187.9% | +57.4% | +130.4% | +130.2% |
| 10Y | +99.7% | +221.7% | -122.0% | +22.3% |
| All | +945.4% | +356.5% | +588.9% | +493.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling