+112.5%
NET vs VT
+66.2%
+46.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -1.9% | -1.9% |
| 7D | -7.0% | +0.4% | -7.4% | -7.8% |
| 30D | -4.8% | +1.0% | -5.8% | -6.5% |
| 3M | +3.8% | +2.4% | +1.4% | -1.6% |
| 6M | +50.0% | +12.0% | +38.0% | +12.9% |
| YTD | +41.5% | +15.3% | +26.1% | -0.8% |
| 1Y | +32.8% | +22.6% | +10.2% | -19.5% |
| 3Y | +335.9% | +74.7% | +261.2% | +5.3% |
| All | +112.5% | +66.2% | +46.3% | -29.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling