-92.6%
FLUX price history and return analytics
+115.5%
-208.2%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.3% | -4.0% | -3.8% |
| 7D | -2.2% | +2.4% | -4.6% | -5.7% |
| 30D | -26.6% | -1.5% | -25.1% | -23.0% |
| 3M | -48.0% | -4.1% | -43.9% | -42.9% |
| 6M | -69.7% | +0.6% | -70.3% | -69.1% |
| YTD | -75.7% | +11.0% | -86.7% | -78.8% |
| 1Y | -86.0% | +13.3% | -99.3% | -88.1% |
| 3Y | -91.3% | +73.4% | -164.7% | -96.4% |
| 5Y | -95.0% | +57.4% | -152.4% | -97.3% |
| All | -92.6% | +115.5% | -208.2% | -97.6% |
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