+140.2%
NI vs VO
+197.9%
-57.7%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | 0.0% |
| 7D | -0.6% | -2.5% | +1.9% | +1.0% |
| 30D | -1.4% | -3.2% | +1.8% | +0.6% |
| 3M | -10.6% | +3.9% | -14.5% | -12.8% |
| 6M | -9.9% | +9.6% | -19.5% | -15.2% |
| YTD | +1.2% | +11.6% | -10.4% | -5.9% |
| 1Y | +4.4% | +12.6% | -8.2% | -3.5% |
| 3Y | +68.6% | +55.4% | +13.2% | +25.6% |
| 5Y | +98.0% | +41.8% | +56.2% | +53.5% |
| All | +140.2% | +197.9% | -57.7% | +6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling