-33.7%
NFLY vs VT
+23.3%
-57.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | 0.0% | -3.9% | -3.9% |
| 7D | -2.9% | +0.4% | -3.4% | -3.0% |
| 30D | +3.8% | +1.0% | +2.8% | +3.7% |
| 3M | -7.2% | +2.4% | -9.6% | -7.4% |
| 6M | -18.9% | +12.0% | -30.9% | -20.6% |
| YTD | -15.4% | +15.3% | -30.8% | -17.6% |
| 1Y | -33.7% | +22.6% | -56.3% | -33.7% |
| All | -33.7% | +23.3% | -57.0% | -33.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling