+1,321.3%
NNI vs VT
+346.0%
+975.3%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.2% | +2.5% | +2.5% |
| 7D | +6.6% | -2.3% | +8.9% | +9.0% |
| 30D | +4.8% | -5.0% | +9.8% | +10.1% |
| 3M | -2.9% | -4.9% | +1.9% | +1.7% |
| 6M | -6.6% | -1.5% | -5.0% | -6.2% |
| YTD | -1.1% | +8.5% | -9.6% | -10.6% |
| 1Y | +1.6% | +11.4% | -9.8% | -10.8% |
| 3Y | +52.2% | +70.1% | -17.8% | -14.0% |
| 5Y | +60.5% | +53.7% | +6.7% | -1.8% |
| 10Y | +279.0% | +220.0% | +59.1% | +0.3% |
| All | +1,321.3% | +346.0% | +975.3% | +202.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling