+969.8%
NSC vs VEU
+176.7%
+793.1%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | 0.0% |
| 7D | -3.5% | -0.5% | -3.0% | -3.1% |
| 30D | +3.9% | -1.0% | +4.9% | +4.7% |
| 3M | -0.8% | -3.6% | +2.8% | +2.1% |
| 6M | +7.1% | -1.2% | +8.3% | +7.0% |
| YTD | +16.4% | +12.0% | +4.5% | +3.5% |
| 1Y | +16.9% | +13.9% | +3.0% | +2.4% |
| 3Y | +78.4% | +71.3% | +7.1% | +8.4% |
| 5Y | +33.1% | +50.3% | -17.2% | -10.0% |
| 10Y | +299.9% | +150.3% | +149.6% | +77.3% |
| All | +969.8% | +176.7% | +793.1% | +338.4% |
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