-69.5%
NFXL vs VT
+23.3%
-92.8%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.6% | 0.0% | -10.6% | -10.6% |
| 7D | -8.7% | +0.4% | -9.2% | -8.8% |
| 30D | +9.0% | +1.0% | +8.0% | +8.7% |
| 3M | -13.6% | +2.4% | -16.0% | -13.9% |
| 6M | -43.8% | +12.0% | -55.8% | -46.9% |
| YTD | -40.9% | +15.3% | -56.2% | -44.6% |
| 1Y | -69.5% | +22.6% | -92.1% | -70.1% |
| All | -69.5% | +23.3% | -92.8% | -70.1% |
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