+25.9%
NRT vs VT
+69.7%
-43.9%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.2% | +4.2% | +4.4% |
| 7D | +3.7% | -2.3% | +6.0% | +4.6% |
| 30D | -14.8% | -5.0% | -9.8% | -12.9% |
| 3M | -18.0% | -4.9% | -13.2% | -16.4% |
| 6M | -7.9% | -1.5% | -6.4% | -7.8% |
| YTD | +16.2% | +8.5% | +7.7% | +9.8% |
| 1Y | +25.5% | +11.4% | +14.2% | +16.4% |
| 3Y | +25.9% | +70.1% | -44.2% | -33.5% |
| All | +25.9% | +69.7% | -43.9% | -33.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling