-26.0%
NFXL price history and return analytics
+38.3%
-64.4%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | +0.9% |
| 7D | -15.9% | -2.0% | -13.9% | -13.6% |
| 30D | +1.3% | -1.4% | +2.7% | +3.3% |
| 3M | -19.1% | +4.7% | -23.8% | -24.5% |
| 6M | -45.1% | +11.4% | -56.4% | -54.4% |
| YTD | -44.3% | +13.1% | -57.4% | -55.3% |
| 1Y | -70.8% | +19.0% | -89.8% | -79.0% |
| All | -26.0% | +38.3% | -64.4% | -57.8% |
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