-23.6%
NFLU vs VT
+38.8%
-62.4%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | 0.0% | -10.4% | -10.4% |
| 7D | -8.8% | +0.4% | -9.3% | -9.4% |
| 30D | +8.8% | +1.0% | +7.8% | +7.4% |
| 3M | -14.4% | +2.4% | -16.8% | -17.4% |
| 6M | -44.7% | +12.0% | -56.7% | -54.1% |
| YTD | -41.9% | +15.3% | -57.2% | -54.4% |
| 1Y | -70.2% | +22.6% | -92.7% | -79.4% |
| All | -23.6% | +38.8% | -62.4% | -55.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling