-20.2%
NFGC price history and return analytics
+115.2%
-135.5%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.6% | -7.4% | -7.3% |
| 7D | -9.1% | +2.9% | -12.0% | -12.1% |
| 30D | -1.3% | -2.5% | +1.2% | +2.0% |
| 3M | -9.7% | -3.3% | -6.4% | -5.5% |
| 6M | -31.0% | +1.5% | -32.6% | -30.9% |
| YTD | -49.8% | +11.4% | -61.2% | -54.0% |
| 1Y | -30.7% | +11.9% | -42.6% | -36.7% |
| 3Y | -57.3% | +73.9% | -131.2% | -75.3% |
| 5Y | -78.0% | +57.9% | -135.9% | -85.6% |
| All | -20.2% | +115.2% | -135.5% | -64.1% |
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 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