-52.3%
NFLU vs VT
+30.5%
-82.9%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +0.2% | -6.7% | -6.8% |
| 7D | +3.7% | -2.3% | +6.0% | +6.8% |
| 30D | -19.4% | -5.0% | -14.4% | -14.4% |
| 3M | -31.2% | -4.9% | -26.3% | -27.0% |
| 6M | -54.8% | -1.5% | -53.3% | -54.7% |
| YTD | -63.7% | +8.5% | -72.2% | -69.4% |
| 1Y | -74.4% | +11.4% | -85.8% | -79.6% |
| All | -52.3% | +30.5% | -82.9% | -70.2% |
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 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