+13.3%
NNNN vs VT
+34.3%
-21.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | -14.7% | +0.4% | -15.2% | -14.8% |
| 30D | -35.6% | +1.0% | -36.5% | -35.7% |
| 3M | -75.8% | +2.4% | -78.2% | -75.9% |
| 6M | -73.0% | +12.0% | -85.0% | -73.9% |
| YTD | -78.3% | +15.3% | -93.6% | -79.1% |
| 1Y | -86.3% | +22.6% | -108.9% | -87.0% |
| All | +13.3% | +34.3% | -21.0% | +22.0% |
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 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