+931.1%
NSC vs VEU
+168.5%
+762.6%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.2% | -3.0% | -3.0% |
| 7D | -6.6% | -1.6% | -5.0% | -5.3% |
| 30D | +2.2% | -4.3% | +6.5% | +6.0% |
| 3M | -6.2% | -5.8% | -0.4% | -1.5% |
| 6M | +1.7% | -4.4% | +6.1% | +4.5% |
| YTD | +12.2% | +8.7% | +3.6% | +2.4% |
| 1Y | +15.4% | +12.6% | +2.8% | +2.0% |
| 3Y | +73.3% | +65.2% | +8.1% | +8.6% |
| 5Y | +24.7% | +45.5% | -20.9% | -13.3% |
| 10Y | +324.5% | +142.7% | +181.8% | +93.3% |
| All | +931.1% | +168.5% | +762.6% | +333.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling