+91.0%
NANC vs VT
+75.6%
+15.4%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -4.1% | -1.2% | -0.8% |
| 7D | -6.7% | -4.2% | -2.6% | -2.2% |
| 30D | -10.2% | -5.8% | -4.4% | -4.1% |
| 3M | -7.1% | -5.2% | -1.8% | -1.3% |
| 6M | +1.1% | +0.1% | +1.0% | +1.0% |
| YTD | +5.2% | +8.2% | -3.1% | -3.7% |
| 1Y | +4.4% | +10.1% | -5.7% | -6.2% |
| 3Y | +76.0% | +69.7% | +6.4% | -1.5% |
| All | +91.0% | +75.6% | +15.4% | +4.1% |
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