+38.1%
NRT vs VT
+374.2%
-336.1%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.7% | -1.8% |
| 7D | -1.0% | +0.4% | -1.4% | -1.2% |
| 30D | +6.0% | +1.0% | +5.0% | +5.5% |
| 3M | +11.1% | +2.4% | +8.7% | +9.4% |
| 6M | +7.8% | +12.0% | -4.2% | +1.1% |
| YTD | +47.1% | +15.3% | +31.8% | +36.3% |
| 1Y | +101.2% | +22.6% | +78.6% | +81.0% |
| 3Y | +5.2% | +74.7% | -69.4% | -20.2% |
| 5Y | +118.5% | +66.1% | +52.3% | +67.7% |
| 10Y | +212.6% | +225.0% | -12.5% | +73.8% |
| All | +38.1% | +374.2% | -336.1% | -45.4% |
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 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