+47.3%
NETL vs VT
+155.8%
-108.5%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -0.5% | +0.4% | -1.0% | -1.0% |
| 30D | -1.8% | +1.0% | -2.8% | -2.7% |
| 3M | +2.6% | +2.4% | +0.2% | -0.2% |
| 6M | -0.1% | +12.0% | -12.1% | -11.1% |
| YTD | +14.0% | +15.3% | -1.3% | -1.7% |
| 1Y | +10.8% | +22.6% | -11.7% | -10.3% |
| 3Y | +28.1% | +74.7% | -46.6% | -29.3% |
| 5Y | +2.7% | +66.1% | -63.4% | -40.4% |
| All | +47.3% | +155.8% | -108.5% | -51.4% |
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