-50.6%
NFXL vs VT
+32.8%
-83.3%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.2% | -6.9% | -7.0% |
| 7D | +3.7% | -2.3% | +6.0% | +6.8% |
| 30D | -19.1% | -5.0% | -14.1% | -14.1% |
| 3M | -30.5% | -4.9% | -25.6% | -26.2% |
| 6M | -54.1% | -1.5% | -52.6% | -54.1% |
| YTD | -62.8% | +8.5% | -71.3% | -68.7% |
| 1Y | -73.8% | +11.4% | -85.1% | -79.1% |
| All | -50.6% | +32.8% | -83.3% | -70.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling