+75.8%
FLAX price history and return analytics
+149.8%
-74.0%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.4% |
| 7D | +2.4% | +2.4% | 0.0% | +0.3% |
| 30D | -5.6% | -1.5% | -4.1% | -4.2% |
| 3M | -9.1% | -4.1% | -5.0% | -5.5% |
| 6M | -9.3% | +0.6% | -9.8% | -9.0% |
| YTD | +12.4% | +11.0% | +1.4% | +4.1% |
| 1Y | +13.1% | +13.3% | -0.3% | +3.0% |
| 3Y | +74.0% | +73.4% | +0.6% | +11.7% |
| 5Y | +36.4% | +57.4% | -21.0% | -5.6% |
| All | +75.8% | +149.8% | -74.0% | -16.2% |
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