-28.2%
NFLU vs VOO
+35.0%
-63.2%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.8% |
| 7D | -15.8% | -2.0% | -13.8% | -13.2% |
| 30D | +0.9% | -1.7% | +2.6% | +3.5% |
| 3M | -19.7% | +4.7% | -24.5% | -25.1% |
| 6M | -46.1% | +12.6% | -58.6% | -55.8% |
| YTD | -45.3% | +11.8% | -57.1% | -54.6% |
| 1Y | -71.4% | +17.5% | -88.9% | -78.5% |
| All | -28.2% | +35.0% | -63.2% | -55.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling