+247.5%
NNI vs VT
+223.7%
+23.9%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.6% | -1.1% | -0.5% |
| 7D | +6.6% | +0.4% | +6.3% | +6.2% |
| 30D | +5.8% | -2.6% | +8.4% | +7.8% |
| 3M | +1.1% | -3.2% | +4.3% | +3.4% |
| 6M | +8.8% | +0.9% | +7.9% | +7.3% |
| YTD | +0.4% | +11.3% | -10.9% | -9.0% |
| 1Y | +0.9% | +14.0% | -13.1% | -10.4% |
| 3Y | +56.1% | +75.8% | -19.8% | -2.8% |
| 5Y | +63.9% | +57.8% | +6.0% | +10.6% |
| 10Y | +247.5% | +219.8% | +27.7% | +16.9% |
| All | +247.5% | +223.7% | +23.9% | +16.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling