+113.1%
NET vs VG
-49.4%
+162.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -7.7% | +5.1% | -1.6% |
| 7D | -16.4% | -16.4% | 0.0% | -14.6% |
| 30D | -25.8% | -10.8% | -15.1% | -24.9% |
| 3M | -11.5% | -6.3% | -5.2% | -11.1% |
| 6M | +18.9% | -12.5% | +31.4% | +19.2% |
| YTD | +35.2% | +76.9% | -41.7% | +19.5% |
| 1Y | +14.5% | +51.8% | -37.3% | +3.5% |
| All | +113.1% | -49.4% | +162.4% | +100.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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