+2,320.1%
NSC vs VO
+827.2%
+1,492.9%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.7% |
| 7D | -5.5% | -0.3% | -5.2% | -5.3% |
| 30D | -3.2% | -0.3% | -2.9% | -2.9% |
| 3M | +7.7% | +2.9% | +4.7% | +4.4% |
| 6M | +4.5% | +9.3% | -4.8% | -4.7% |
| YTD | +15.6% | +14.2% | +1.4% | +0.9% |
| 1Y | +19.8% | +15.3% | +4.6% | +3.5% |
| 3Y | +70.1% | +56.2% | +13.9% | +8.8% |
| 5Y | +46.1% | +42.4% | +3.7% | +0.4% |
| 10Y | +328.1% | +194.7% | +133.3% | +44.1% |
| All | +2,320.1% | +827.2% | +1,492.9% | +182.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling