+26.3%
NRT vs VT
+11.9%
+14.4%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +1.6% |
| 7D | +3.1% | +2.4% | +0.8% | +3.5% |
| 30D | -13.2% | -1.5% | -11.7% | -13.6% |
| 3M | -17.7% | -4.1% | -13.6% | -19.0% |
| 6M | -4.0% | +0.6% | -4.6% | -3.1% |
| YTD | +19.8% | +11.0% | +8.7% | +23.8% |
| 1Y | +26.3% | +13.3% | +13.0% | +29.1% |
| All | +26.3% | +11.9% | +14.4% | +29.1% |
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