+140.2%
NI vs VTEB
+17.9%
+122.3%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.4% |
| 7D | 0.0% | -0.9% | +1.0% | +1.1% |
| 30D | -1.4% | -2.5% | +1.1% | +1.3% |
| 3M | -10.6% | -3.0% | -7.6% | -7.6% |
| 6M | -9.3% | -2.1% | -7.2% | -7.2% |
| YTD | +1.1% | -1.5% | +2.6% | +2.8% |
| 1Y | +3.4% | +0.2% | +3.2% | +3.2% |
| 3Y | +67.9% | +8.6% | +59.3% | +53.3% |
| 5Y | +98.0% | +1.2% | +96.8% | +93.9% |
| All | +140.2% | +17.9% | +122.3% | +116.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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