+0.4%
NFXS vs VT
+32.8%
-32.3%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.2% | +3.1% | +3.5% |
| 7D | -2.3% | -2.3% | 0.0% | -3.5% |
| 30D | +9.3% | -5.0% | +14.3% | +6.1% |
| 3M | +14.4% | -4.9% | +19.3% | +11.1% |
| 6M | +35.5% | -1.5% | +37.0% | +34.6% |
| YTD | +39.3% | +8.5% | +30.9% | +49.7% |
| 1Y | +62.0% | +11.4% | +50.6% | +78.4% |
| All | +0.4% | +32.8% | -32.3% | +32.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling