-27.0%
NFLU price history and return analytics
+38.1%
-65.1%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.5% | -3.9% | -3.7% |
| 7D | -10.6% | +1.0% | -11.6% | -11.7% |
| 30D | +4.4% | -0.2% | +4.7% | +4.7% |
| 3M | -19.8% | +4.5% | -24.4% | -24.8% |
| 6M | -47.5% | +14.1% | -61.6% | -57.9% |
| YTD | -44.4% | +14.8% | -59.2% | -56.1% |
| 1Y | -70.7% | +21.2% | -91.9% | -79.4% |
| All | -27.0% | +38.1% | -65.1% | -57.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling