+110.1%
NI vs VT
+57.5%
+52.5%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.7% |
| 7D | +1.5% | -0.1% | +1.6% | +1.5% |
| 30D | +11.9% | -3.1% | +14.9% | +13.4% |
| 3M | +9.1% | -3.5% | +12.6% | +10.8% |
| 6M | -1.8% | +0.5% | -2.2% | -2.3% |
| YTD | +11.4% | +10.8% | +0.6% | +5.3% |
| 1Y | +6.4% | +11.9% | -5.5% | 0.0% |
| 3Y | +98.2% | +73.0% | +25.3% | +46.7% |
| 5Y | +110.1% | +58.6% | +51.4% | +53.9% |
| All | +110.1% | +57.5% | +52.5% | +53.9% |
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