+76.0%
NDIV vs VT
+86.8%
-10.8%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.5% |
| 7D | +3.2% | +2.9% | +0.3% | +1.0% |
| 30D | -0.7% | -2.5% | +1.8% | +1.0% |
| 3M | +1.8% | -3.3% | +5.1% | +4.1% |
| 6M | +0.2% | +1.5% | -1.3% | -1.8% |
| YTD | +37.0% | +11.4% | +25.6% | +23.3% |
| 1Y | +40.3% | +11.9% | +28.4% | +25.7% |
| 3Y | +59.8% | +73.9% | -14.1% | -6.4% |
| All | +76.0% | +86.8% | -10.8% | -5.7% |
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