+962.9%
NDSN vs VT
+374.2%
+588.7%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | -1.9% | +0.4% | -2.4% | -2.4% |
| 30D | +2.5% | +1.0% | +1.5% | +1.3% |
| 3M | +11.4% | +2.4% | +9.1% | +8.2% |
| 6M | +11.0% | +12.0% | -1.0% | -3.1% |
| YTD | +33.2% | +15.3% | +17.9% | +12.2% |
| 1Y | +42.7% | +22.6% | +20.1% | +11.7% |
| 3Y | +34.3% | +74.7% | -40.4% | -30.6% |
| 5Y | +39.4% | +66.1% | -26.7% | -23.9% |
| 10Y | +250.8% | +225.0% | +25.8% | -13.0% |
| All | +962.9% | +374.2% | +588.7% | +61.1% |
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