-17.0%
NFXS price history and return analytics
+39.6%
-56.6%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.7% | -1.3% |
| 7D | +1.2% | -1.1% | +2.3% | +0.5% |
| 30D | -4.7% | -1.0% | -3.7% | -5.2% |
| 3M | +3.1% | +3.2% | -0.1% | +5.3% |
| 6M | +19.3% | +12.5% | +6.8% | +30.2% |
| YTD | +15.2% | +14.1% | +1.1% | +27.5% |
| 1Y | +46.0% | +18.9% | +27.1% | +68.3% |
| All | -17.0% | +39.6% | -56.6% | +13.2% |
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