-54.0%
NFGC price history and return analytics
+69.7%
-123.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.2% | +4.6% | +4.6% |
| 7D | +7.5% | -2.3% | +9.8% | +10.9% |
| 30D | +13.9% | -5.0% | +18.9% | +22.5% |
| 3M | +8.9% | -4.9% | +13.7% | +17.4% |
| 6M | -19.2% | -1.5% | -17.7% | -15.7% |
| YTD | -42.1% | +8.5% | -50.6% | -45.3% |
| 1Y | -10.9% | +11.4% | -22.3% | -17.8% |
| 3Y | -54.0% | +70.1% | -124.1% | -75.1% |
| All | -54.0% | +69.7% | -123.8% | -75.1% |
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 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