+8.9%
NOEM vs VT
+39.8%
-30.9%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +0.3% | +0.4% | -0.2% | +0.3% |
| 30D | -0.3% | +1.0% | -1.3% | -0.3% |
| 3M | +2.7% | +2.4% | +0.3% | +2.5% |
| 6M | +3.1% | +12.0% | -8.9% | +2.9% |
| YTD | +3.9% | +15.3% | -11.5% | +3.8% |
| 1Y | +5.3% | +22.6% | -17.3% | +5.3% |
| All | +8.9% | +39.8% | -30.9% | +9.4% |
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