+0.7%
NYF price history and return analytics
+65.7%
-65.0%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | +0.3% |
| 7D | -0.9% | -1.1% | +0.2% | -0.9% |
| 30D | -2.6% | -1.0% | -1.6% | -2.6% |
| 3M | -3.1% | +3.2% | -6.3% | -3.3% |
| 6M | -2.3% | +12.5% | -14.7% | -2.9% |
| YTD | -1.6% | +14.1% | -15.6% | -2.2% |
| 1Y | -0.1% | +18.9% | -19.0% | -0.9% |
| 3Y | +7.8% | +74.1% | -66.3% | +4.8% |
| All | +0.7% | +65.7% | -65.0% | -2.9% |
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