-86.0%
FLUX vs VT
+11.9%
-97.9%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.3% | -4.0% | -3.6% |
| 7D | -2.2% | +2.4% | -4.6% | -7.1% |
| 30D | -26.6% | -1.5% | -25.1% | -21.8% |
| 3M | -48.0% | -4.1% | -43.9% | -41.6% |
| 6M | -69.7% | +0.6% | -70.3% | -69.1% |
| YTD | -75.7% | +11.0% | -86.7% | -79.7% |
| 1Y | -86.0% | +13.3% | -99.3% | -88.8% |
| All | -86.0% | +11.9% | -97.9% | -88.8% |
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 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