+29.3%
NMI vs VT
+74.5%
-45.2%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.6% | +3.8% | +3.3% |
| 7D | +5.0% | +2.9% | +2.1% | +4.7% |
| 30D | +8.1% | -2.5% | +10.6% | +8.3% |
| 3M | -7.2% | -3.3% | -3.9% | -6.9% |
| 6M | -3.4% | +1.5% | -5.0% | -3.8% |
| YTD | +3.4% | +11.4% | -7.9% | +1.7% |
| 1Y | +2.5% | +11.9% | -9.4% | +0.8% |
| All | +29.3% | +74.5% | -45.2% | +18.0% |
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