-32.6%
NNNN vs VT
+26.3%
-58.9%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +0.2% | +8.1% | +8.3% |
| 7D | +15.8% | -2.3% | +18.1% | +16.9% |
| 30D | -20.6% | -5.0% | -15.7% | -18.9% |
| 3M | -60.1% | -4.9% | -55.2% | -59.3% |
| 6M | -85.4% | -1.5% | -83.8% | -85.2% |
| YTD | -87.1% | +8.5% | -95.5% | -87.3% |
| 1Y | -76.2% | +11.4% | -87.6% | -76.8% |
| All | -32.6% | +26.3% | -58.9% | -25.7% |
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