+58.6%
NL vs VT
+57.4%
+1.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.6% | +0.1% | +0.1% |
| 7D | +5.6% | +0.4% | +5.3% | +5.3% |
| 30D | +5.5% | -2.6% | +8.1% | +8.2% |
| 3M | +14.5% | -3.2% | +17.7% | +18.1% |
| 6M | +26.6% | +0.9% | +25.6% | +24.0% |
| YTD | +40.4% | +11.3% | +29.1% | +23.5% |
| 1Y | +32.4% | +14.0% | +18.4% | +13.4% |
| 3Y | +95.6% | +75.8% | +19.8% | +7.7% |
| 5Y | +58.6% | +57.8% | +0.8% | +11.9% |
| All | +58.6% | +57.4% | +1.3% | +11.9% |
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