-64.6%
NFE vs VOO
+79.1%
-143.7%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.3% | +6.1% | +6.6% |
| 7D | -4.7% | +3.3% | -7.9% | -12.7% |
| 30D | -14.8% | -2.7% | -12.2% | -10.6% |
| 3M | -77.7% | -1.7% | -75.9% | -77.1% |
| 6M | -89.8% | +3.1% | -92.9% | -90.9% |
| YTD | +221.9% | +11.9% | +210.0% | +132.8% |
| 1Y | +216.4% | +12.1% | +204.3% | +125.7% |
| All | -64.6% | +79.1% | -143.7% | -87.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling