-92.6%
FLUX price history and return analytics
+65.7%
-158.3%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -0.8% |
| 7D | +9.3% | -0.1% | +9.4% | +9.5% |
| 30D | +12.6% | -0.7% | +13.3% | +13.0% |
| 3M | -38.2% | +4.0% | -42.2% | -42.1% |
| 6M | -59.9% | +12.3% | -72.2% | -66.8% |
| YTD | -53.5% | +14.0% | -67.6% | -61.9% |
| 1Y | -62.2% | +20.3% | -82.5% | -71.1% |
| 3Y | -86.1% | +75.4% | -161.6% | -94.0% |
| 5Y | -92.6% | +66.0% | -158.6% | -96.4% |
| All | -92.6% | +65.7% | -158.3% | -96.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling