+489.4%
NDAQ vs VT
+222.7%
+266.8%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.4% |
| 7D | +1.7% | +2.9% | -1.2% | -0.9% |
| 30D | +16.2% | -2.5% | +18.7% | +18.7% |
| 3M | +14.0% | -3.3% | +17.3% | +17.2% |
| 6M | +22.3% | +1.5% | +20.7% | +19.7% |
| YTD | +13.0% | +11.4% | +1.6% | +1.3% |
| 1Y | +24.0% | +11.9% | +12.1% | +10.7% |
| 3Y | +117.1% | +73.9% | +43.2% | +28.0% |
| 5Y | +67.5% | +57.9% | +9.6% | +7.8% |
| All | +489.4% | +222.7% | +266.8% | +90.6% |
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 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