+52.3%
NDIV vs VT
+69.7%
-17.4%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.4% | +0.5% |
| 7D | -6.2% | -2.3% | -3.8% | -4.9% |
| 30D | +0.1% | -5.0% | +5.1% | +3.1% |
| 3M | +2.0% | -4.9% | +6.9% | +4.8% |
| 6M | -0.9% | -1.5% | +0.6% | -0.7% |
| YTD | +33.6% | +8.5% | +25.2% | +24.0% |
| 1Y | +39.0% | +11.4% | +27.6% | +25.9% |
| 3Y | +52.3% | +70.1% | -17.7% | -6.0% |
| All | +52.3% | +69.7% | -17.4% | -6.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling