-97.1%
NFE price history and return analytics
+162.6%
-259.8%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +20.9% | -0.9% | +21.8% | +22.0% |
| 7D | -7.5% | +2.4% | -10.0% | -11.9% |
| 30D | -7.5% | +2.4% | -10.0% | -11.9% |
| 3M | -36.3% | +4.7% | -41.0% | -41.2% |
| 6M | -68.9% | +11.4% | -80.2% | -73.5% |
| YTD | -71.1% | +13.1% | -84.1% | -75.9% |
| 1Y | -75.0% | +19.0% | -94.0% | -80.8% |
| 3Y | -98.9% | +73.9% | -172.9% | -99.5% |
| 5Y | -98.7% | +65.4% | -164.0% | -99.3% |
| All | -97.1% | +162.6% | -259.8% | -98.9% |
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 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