-13.3%
NFGC price history and return analytics
+116.6%
-129.8%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +1.1% | -5.8% | -6.1% |
| 7D | -1.2% | -0.7% | -0.5% | -0.6% |
| 30D | +5.2% | -1.7% | +6.9% | +7.7% |
| 3M | -2.4% | -2.3% | -0.1% | +0.8% |
| 6M | -27.0% | +1.5% | -28.5% | -27.0% |
| YTD | -45.5% | +12.0% | -57.5% | -50.4% |
| 1Y | -20.6% | +12.9% | -33.5% | -28.2% |
| 3Y | -53.6% | +74.9% | -128.5% | -73.4% |
| 5Y | -73.7% | +59.9% | -133.7% | -83.0% |
| All | -13.3% | +116.6% | -129.8% | -61.3% |
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