+56.8%
NL vs VT
+53.4%
+3.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.2% |
| 7D | +0.3% | -2.3% | +2.6% | +2.7% |
| 30D | +2.6% | -5.0% | +7.5% | +7.8% |
| 3M | +14.9% | -4.9% | +19.8% | +20.5% |
| 6M | +24.3% | -1.5% | +25.9% | +24.9% |
| YTD | +36.8% | +8.5% | +28.3% | +23.4% |
| 1Y | +30.1% | +11.4% | +18.7% | +14.0% |
| 3Y | +93.3% | +70.1% | +23.2% | +10.1% |
| All | +56.8% | +53.4% | +3.4% | +14.4% |
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