+32.9%
NKX vs VT
+76.6%
-43.7%
-13.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.2% |
| 7D | -1.0% | +1.0% | -2.0% | -1.2% |
| 30D | -3.3% | -0.2% | -3.0% | -3.2% |
| 3M | -3.9% | +4.5% | -8.5% | -4.8% |
| 6M | -3.9% | +14.1% | -18.0% | -6.5% |
| YTD | -0.3% | +14.8% | -15.1% | -3.1% |
| 1Y | +4.1% | +21.2% | -17.1% | +0.2% |
| 3Y | +32.9% | +76.6% | -43.6% | +9.8% |
| All | +32.9% | +76.6% | -43.7% | +9.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling