+80.9%
NDIV vs VT
+93.5%
-12.5%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +1.4% | +0.4% | +0.9% | +1.0% |
| 30D | +8.7% | +1.0% | +7.8% | +7.9% |
| 3M | +5.1% | +2.4% | +2.7% | +2.8% |
| 6M | +12.5% | +12.0% | +0.5% | +1.7% |
| YTD | +40.8% | +15.3% | +25.5% | +23.8% |
| 1Y | +33.5% | +22.6% | +11.0% | +10.9% |
| 3Y | +59.6% | +74.7% | -15.1% | -5.8% |
| All | +80.9% | +93.5% | -12.5% | -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 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