+71.7%
FLAX price history and return analytics
+144.1%
-72.4%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.5% | +1.6% |
| 7D | -3.1% | -2.3% | -0.8% | -1.0% |
| 30D | -12.0% | -5.0% | -7.0% | -7.8% |
| 3M | -8.7% | -4.9% | -3.8% | -4.4% |
| 6M | -11.2% | -1.5% | -9.7% | -9.3% |
| YTD | +9.8% | +8.5% | +1.3% | +3.8% |
| 1Y | +11.4% | +11.4% | 0.0% | +3.0% |
| 3Y | +68.3% | +70.1% | -1.8% | +9.9% |
| 5Y | +36.2% | +53.7% | -17.6% | -3.8% |
| All | +71.7% | +144.1% | -72.4% | -16.5% |
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