+25.5%
NRT vs VT
+10.5%
+15.1%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.2% | +4.2% | +4.5% |
| 7D | +3.7% | -2.3% | +6.0% | +3.4% |
| 30D | -14.8% | -5.0% | -9.8% | -15.7% |
| 3M | -18.0% | -4.9% | -13.2% | -18.9% |
| 6M | -7.9% | -1.5% | -6.4% | -7.5% |
| YTD | +16.2% | +8.5% | +7.7% | +18.2% |
| 1Y | +25.5% | +11.4% | +14.2% | +24.2% |
| All | +25.5% | +10.5% | +15.1% | +24.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling