-92.3%
FLUX vs VOO
+82.8%
-175.1%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -1.3% |
| 7D | -2.9% | -0.8% | -2.1% | -1.8% |
| 30D | -2.1% | -1.1% | -1.0% | -1.1% |
| 3M | -37.3% | +3.9% | -41.2% | -40.9% |
| 6M | -60.0% | +13.6% | -73.6% | -66.8% |
| YTD | -55.0% | +12.7% | -67.7% | -61.7% |
| 1Y | -68.2% | +17.6% | -85.8% | -74.3% |
| 3Y | -85.9% | +77.3% | -163.2% | -93.5% |
| All | -92.3% | +82.8% | -175.1% | -96.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 5y: compounded portfolio wealth divided by compounded VOO 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…
5y analysis · Full analysis span regression · 6 months rolling