-16.3%
NFXS price history and return analytics
+40.4%
-56.7%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.5% | +2.5% | +1.7% |
| 7D | +5.0% | +1.0% | +4.0% | +5.7% |
| 30D | -4.0% | -0.2% | -3.7% | -4.1% |
| 3M | +5.7% | +4.5% | +1.2% | +8.9% |
| 6M | +25.4% | +14.1% | +11.4% | +38.4% |
| YTD | +16.2% | +14.8% | +1.4% | +29.1% |
| 1Y | +52.2% | +21.2% | +31.0% | +78.3% |
| All | -16.3% | +40.4% | -56.7% | +14.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling