-50.8%
NFXL vs VT
+35.6%
-86.4%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -1.6% |
| 7D | -1.0% | -0.1% | -0.8% | -0.8% |
| 30D | -20.9% | -3.1% | -17.8% | -17.9% |
| 3M | -35.3% | -3.5% | -31.8% | -32.6% |
| 6M | -53.5% | +0.5% | -54.0% | -54.6% |
| YTD | -63.0% | +10.8% | -73.8% | -69.6% |
| 1Y | -74.9% | +11.9% | -86.8% | -79.9% |
| All | -50.8% | +35.6% | -86.4% | -71.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling