+15.4%
NSC vs VO
+11.7%
+3.7%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.1% | -2.7% | -2.7% |
| 7D | -6.6% | -2.6% | -4.1% | -5.0% |
| 30D | +2.2% | -0.9% | +3.1% | +2.9% |
| 3M | -6.2% | -3.0% | -3.2% | -4.4% |
| 6M | +1.7% | +2.2% | -0.5% | +0.2% |
| YTD | +12.2% | +10.6% | +1.7% | +5.0% |
| 1Y | +15.4% | +12.5% | +2.9% | +6.1% |
| All | +15.4% | +11.7% | +3.7% | +6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 1y: compounded portfolio wealth divided by compounded VO 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…
1y analysis · Full analysis span regression · 6 months rolling