+984.5%
NDSN vs VT
+357.6%
+626.9%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.6% | +1.9% | +1.5% |
| 7D | -1.1% | +0.4% | -1.5% | -1.5% |
| 30D | -1.3% | -2.6% | +1.3% | +1.9% |
| 3M | +4.7% | -3.2% | +8.0% | +8.9% |
| 6M | +14.9% | +0.9% | +13.9% | +13.5% |
| YTD | +35.9% | +11.3% | +24.6% | +19.4% |
| 1Y | +41.0% | +14.0% | +27.0% | +20.3% |
| 3Y | +51.9% | +75.8% | -24.0% | -22.0% |
| 5Y | +30.6% | +57.8% | -27.2% | -24.1% |
| 10Y | +256.5% | +219.8% | +36.7% | -10.0% |
| All | +984.5% | +357.6% | +626.9% | +71.5% |
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