-24.5%
NFGC price history and return analytics
+114.6%
-139.1%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.3% | -5.1% | -5.0% |
| 7D | -18.0% | +2.4% | -20.4% | -20.2% |
| 30D | 0.0% | -1.5% | +1.5% | +2.1% |
| 3M | -14.5% | -4.1% | -10.4% | -9.7% |
| 6M | -37.3% | +0.6% | -37.9% | -36.6% |
| YTD | -52.5% | +11.0% | -63.6% | -56.3% |
| 1Y | -31.2% | +13.3% | -44.6% | -38.0% |
| 3Y | -59.1% | +73.4% | -132.5% | -76.3% |
| 5Y | -79.2% | +57.4% | -136.6% | -86.3% |
| All | -24.5% | +114.6% | -139.1% | -65.9% |
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