+17.0%
NNN vs VT
+53.4%
-36.4%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.1% | -0.9% |
| 7D | +0.3% | -2.3% | +2.6% | +1.3% |
| 30D | +4.8% | -5.0% | +9.7% | +7.2% |
| 3M | -11.2% | -4.9% | -6.3% | -9.2% |
| 6M | -5.4% | -1.5% | -3.9% | -5.3% |
| YTD | +9.8% | +8.5% | +1.3% | +4.0% |
| 1Y | +9.7% | +11.4% | -1.7% | +2.3% |
| 3Y | +25.5% | +70.1% | -44.6% | -11.9% |
| All | +17.0% | +53.4% | -36.4% | -9.9% |
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 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