+298.3%
NSC vs VEU
+144.2%
+154.1%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +1.3% |
| 7D | -3.4% | +0.5% | -3.9% | -3.9% |
| 30D | +3.6% | -2.3% | +5.9% | +5.7% |
| 3M | -1.4% | -4.4% | +3.0% | +2.4% |
| 6M | +6.0% | -2.2% | +8.1% | +6.7% |
| YTD | +15.5% | +10.9% | +4.6% | +2.0% |
| 1Y | +16.2% | +13.4% | +2.9% | +0.4% |
| 3Y | +76.9% | +69.7% | +7.2% | +0.2% |
| 5Y | +29.3% | +50.0% | -20.6% | -17.1% |
| 10Y | +298.3% | +145.8% | +152.5% | +53.7% |
| All | +298.3% | +144.2% | +154.1% | +53.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling