+82.7%
NC vs VT
+66.2%
+16.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.7% | +2.7% |
| 7D | -2.0% | +0.4% | -2.5% | -2.4% |
| 30D | -10.6% | +1.0% | -11.6% | -11.4% |
| 3M | -18.9% | +2.4% | -21.3% | -21.0% |
| 6M | -27.1% | +12.0% | -39.1% | -34.8% |
| YTD | -13.1% | +15.3% | -28.5% | -24.5% |
| 1Y | +7.6% | +22.6% | -14.9% | -11.9% |
| 3Y | +39.7% | +74.7% | -35.0% | -19.6% |
| All | +82.7% | +66.2% | +16.5% | +5.4% |
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