-92.3%
FLUX price history and return analytics
+116.2%
-208.5%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.6% | -3.8% | -3.3% |
| 7D | +3.9% | +2.9% | +1.0% | -0.8% |
| 30D | -30.5% | -2.5% | -28.0% | -25.7% |
| 3M | -44.7% | -3.3% | -41.4% | -40.2% |
| 6M | -68.6% | +1.5% | -70.2% | -68.6% |
| YTD | -74.6% | +11.4% | -85.9% | -78.0% |
| 1Y | -86.4% | +11.9% | -98.3% | -88.2% |
| 3Y | -91.2% | +73.9% | -165.0% | -96.3% |
| 5Y | -94.8% | +57.9% | -152.7% | -97.2% |
| All | -92.3% | +116.2% | -208.5% | -97.5% |
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 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