+26.1%
NFE vs VOO
+221.0%
-194.9%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -4.3% |
| 7D | +20.2% | -0.8% | +21.0% | +24.2% |
| 30D | +4,520.1% | +2.8% | +4,517.3% | +4,492.8% |
| 3M | +3,021.2% | +3.9% | +3,017.3% | +2,957.1% |
| 6M | +1,398.2% | +13.6% | +1,384.5% | +1,217.4% |
| YTD | +1,345.6% | +12.7% | +1,332.9% | +1,183.3% |
| 1Y | +1,111.8% | +17.6% | +1,094.2% | +909.1% |
| 3Y | +103.9% | +77.3% | +26.6% | +8.9% |
| 5Y | -40.2% | +84.1% | -124.4% | -67.9% |
| All | +26.1% | +221.0% | -194.9% | -53.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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