-51.6%
NFLU vs VT
+33.9%
-85.5%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.6% | -1.1% | -1.7% |
| 7D | +4.4% | +0.4% | +4.0% | +3.9% |
| 30D | -19.6% | -2.6% | -17.0% | -17.1% |
| 3M | -30.8% | -3.2% | -27.6% | -28.1% |
| 6M | -53.3% | +0.9% | -54.3% | -54.6% |
| YTD | -63.2% | +11.3% | -74.5% | -69.9% |
| 1Y | -74.4% | +14.0% | -88.4% | -80.1% |
| All | -51.6% | +33.9% | -85.5% | -70.7% |
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