-79.9%
NFGC vs VT
+57.9%
-137.8%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.6% | +0.6% |
| 7D | -14.3% | -1.6% | -12.7% | -12.6% |
| 30D | -7.4% | -2.5% | -4.9% | -4.4% |
| 3M | +3.4% | -1.3% | +4.7% | +5.7% |
| 6M | -28.6% | +3.1% | -31.7% | -29.4% |
| YTD | -49.5% | +10.9% | -60.4% | -53.3% |
| 1Y | -26.1% | +12.1% | -38.2% | -32.1% |
| 3Y | -60.6% | +73.9% | -134.5% | -76.2% |
| All | -79.9% | +57.9% | -137.8% | -86.9% |
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