+76.9%
FLAX price history and return analytics
+150.5%
-73.6%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.2% |
| 7D | +4.9% | +2.9% | +2.0% | +2.3% |
| 30D | -6.4% | -2.5% | -3.9% | -4.1% |
| 3M | -8.1% | -3.3% | -4.8% | -5.2% |
| 6M | -6.4% | +1.5% | -7.9% | -6.9% |
| YTD | +13.2% | +11.4% | +1.8% | +4.6% |
| 1Y | +12.7% | +11.9% | +0.8% | +3.7% |
| 3Y | +75.5% | +73.9% | +1.6% | +12.4% |
| 5Y | +37.3% | +57.9% | -20.6% | -5.3% |
| All | +76.9% | +150.5% | -73.6% | -15.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling