-60.5%
FLUX price history and return analytics
+23.3%
-83.8%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | 0.0% | +6.2% | +6.3% |
| 7D | -5.5% | +0.4% | -6.0% | -6.2% |
| 30D | +9.2% | +1.0% | +8.2% | +5.8% |
| 3M | -43.4% | +2.4% | -45.8% | -46.5% |
| 6M | -59.7% | +12.0% | -71.7% | -68.9% |
| YTD | -53.7% | +15.3% | -69.0% | -66.8% |
| 1Y | -60.5% | +22.6% | -83.1% | -73.3% |
| All | -60.5% | +23.3% | -83.8% | -73.3% |
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