-94.6%
FLUX price history and return analytics
+57.5%
-152.1%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -0.5% | -6.3% | -6.0% |
| 7D | -24.6% | -0.1% | -24.4% | -22.9% |
| 30D | -28.6% | -3.1% | -25.5% | -23.1% |
| 3M | -35.8% | -3.5% | -32.3% | -30.5% |
| 6M | -67.3% | +0.5% | -67.8% | -66.7% |
| YTD | -73.5% | +10.8% | -84.3% | -76.6% |
| 1Y | -85.8% | +11.9% | -97.7% | -87.6% |
| 3Y | -90.8% | +73.0% | -163.8% | -95.8% |
| 5Y | -94.6% | +58.6% | -153.2% | -97.0% |
| All | -94.6% | +57.5% | -152.1% | -97.0% |
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