-49.0%
NFLU vs VT
+30.2%
-79.3%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.1% | +1.2% | +2.2% |
| 7D | +10.8% | -4.2% | +15.0% | +16.8% |
| 30D | -11.3% | -5.8% | -5.5% | -4.7% |
| 3M | -27.4% | -5.2% | -22.2% | -22.6% |
| 6M | -51.5% | +0.1% | -51.6% | -52.7% |
| YTD | -61.2% | +8.2% | -69.4% | -67.1% |
| 1Y | -72.7% | +10.1% | -82.8% | -77.8% |
| All | -49.0% | +30.2% | -79.3% | -68.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling