-39.2%
NKE vs VT
+11.9%
-51.1%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.8% | -1.1% |
| 7D | -4.6% | +2.9% | -7.4% | -5.9% |
| 30D | +6.9% | -2.5% | +9.4% | +8.1% |
| 3M | -5.8% | -3.3% | -2.5% | -4.4% |
| 6M | -9.1% | +1.5% | -10.6% | -10.4% |
| YTD | -39.2% | +11.4% | -50.5% | -42.2% |
| 1Y | -39.2% | +11.9% | -51.2% | -42.1% |
| All | -39.2% | +11.9% | -51.1% | -42.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling