+81.8%
NSC vs VLTO
+54.1%
+27.7%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.4% | -3.9% | -4.2% |
| 7D | -3.8% | +12.0% | -15.8% | -7.8% |
| 30D | +4.1% | +20.8% | -16.7% | -2.9% |
| 3M | -3.3% | +20.1% | -23.4% | -9.7% |
| 6M | +5.9% | +32.6% | -26.7% | -5.1% |
| YTD | +15.5% | +17.3% | -1.8% | +8.4% |
| 1Y | +19.3% | +17.3% | +2.0% | +11.9% |
| 3Y | +79.0% | +66.9% | +12.1% | +52.9% |
| All | +81.8% | +54.1% | +27.7% | +58.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 5y: compounded portfolio wealth divided by compounded VLTO 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…
5y analysis · Full analysis span regression · 6 months rolling