+37.5%
NRIX vs VT
+133.0%
-95.5%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | 0.0% | +3.3% | +3.3% |
| 7D | -0.3% | +0.4% | -0.7% | -1.1% |
| 30D | +4.1% | +1.0% | +3.1% | +2.4% |
| 3M | +71.1% | +2.4% | +68.7% | +64.7% |
| 6M | +60.8% | +12.0% | +48.8% | +33.2% |
| YTD | +37.8% | +15.3% | +22.5% | +8.8% |
| 1Y | +186.6% | +22.6% | +164.0% | +104.3% |
| 3Y | +202.2% | +74.7% | +127.5% | +23.6% |
| 5Y | -21.1% | +66.1% | -87.3% | -63.7% |
| All | +37.5% | +133.0% | -95.5% | -53.9% |
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 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