-18.6%
NODK vs VT
+65.7%
-84.3%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +1.0% |
| 7D | -1.2% | -0.1% | -1.0% | -1.1% |
| 30D | -1.2% | -0.7% | -0.5% | -0.8% |
| 3M | -0.3% | +4.0% | -4.3% | -2.7% |
| 6M | +17.4% | +12.3% | +5.1% | +9.4% |
| YTD | +14.0% | +14.0% | 0.0% | +5.0% |
| 1Y | +14.4% | +20.3% | -5.9% | +1.9% |
| 3Y | +19.4% | +75.4% | -56.1% | -14.9% |
| 5Y | -18.6% | +66.0% | -84.5% | -39.0% |
| All | -18.6% | +65.7% | -84.3% | -39.0% |
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 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