+193.4%
NI vs VO
+197.6%
-4.2%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +4.3% | +3.1% | +1.2% | +2.3% |
| 30D | +12.4% | +2.2% | +10.2% | +10.8% |
| 3M | +10.2% | -2.5% | +12.7% | +11.9% |
| 6M | -0.8% | +7.0% | -7.8% | -5.1% |
| YTD | +13.2% | +14.0% | -0.8% | +3.9% |
| 1Y | +10.1% | +15.6% | -5.6% | 0.0% |
| 3Y | +103.1% | +66.2% | +36.9% | +45.1% |
| 5Y | +115.5% | +36.6% | +78.9% | +72.3% |
| All | +193.4% | +197.6% | -4.2% | +36.2% |
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