-25.9%
NFXL vs VOO
+37.3%
-63.2%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.3% |
| 7D | -15.8% | -0.4% | -15.5% | -15.3% |
| 30D | -2.5% | -1.4% | -1.2% | -0.4% |
| 3M | -17.9% | +3.7% | -21.6% | -22.3% |
| 6M | -46.5% | +13.0% | -59.6% | -56.5% |
| YTD | -44.2% | +12.4% | -56.7% | -54.3% |
| 1Y | -71.5% | +18.6% | -90.1% | -78.9% |
| All | -25.9% | +37.3% | -63.2% | -54.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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