+22.5%
NFLY vs VT
+64.9%
-42.3%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.0% | -1.9% |
| 7D | +2.0% | -2.3% | +4.3% | +3.3% |
| 30D | -7.9% | -5.0% | -2.9% | -5.4% |
| 3M | -13.9% | -4.9% | -9.0% | -11.6% |
| 6M | -26.5% | -1.5% | -25.0% | -26.3% |
| YTD | -30.0% | +8.5% | -38.5% | -34.4% |
| 1Y | -39.1% | +11.4% | -50.4% | -44.1% |
| 3Y | +27.0% | +70.1% | -43.0% | -13.3% |
| All | +22.5% | +64.9% | -42.3% | -12.0% |
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