-54.2%
NFLU vs VT
+33.6%
-87.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.4% |
| 7D | -3.9% | +2.4% | -6.3% | -6.6% |
| 30D | -24.1% | -1.5% | -22.6% | -22.8% |
| 3M | -40.9% | -4.1% | -36.8% | -37.9% |
| 6M | -55.9% | +0.6% | -56.5% | -56.9% |
| YTD | -65.1% | +11.0% | -76.2% | -71.4% |
| 1Y | -77.7% | +13.3% | -91.1% | -82.5% |
| All | -54.2% | +33.6% | -87.8% | -72.2% |
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