-0.3%
NMI vs VT
+10.5%
-10.8%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.8% | +2.0% |
| 7D | +1.5% | -2.3% | +3.8% | +1.6% |
| 30D | +4.8% | -5.0% | +9.7% | +5.1% |
| 3M | -9.9% | -4.9% | -5.0% | -9.6% |
| 6M | -4.2% | -1.5% | -2.6% | -4.5% |
| YTD | +0.5% | +8.5% | -8.0% | -3.5% |
| 1Y | -0.3% | +11.4% | -11.7% | -4.4% |
| All | -0.3% | +10.5% | -10.8% | -4.4% |
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 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