+200.8%
NFE vs VT
+12.0%
+188.9%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.9% | -0.5% | -10.5% | -3.5% |
| 7D | -14.6% | -0.1% | -14.4% | -41.8% |
| 30D | -17.7% | -3.1% | -14.6% | -17.8% |
| 3M | -79.1% | -3.5% | -75.6% | -82.5% |
| 6M | -89.8% | +0.5% | -90.2% | -99.3% |
| YTD | +214.0% | +10.8% | +203.3% | -100.0% |
| All | +200.8% | +12.0% | +188.9% | -100.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling