+284.9%
NSC vs VTEB
+23.2%
+261.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.4% |
| 7D | +2.5% | -1.2% | +3.7% | +3.3% |
| 30D | +1.7% | +2.5% | -0.8% | +0.1% |
| 3M | -2.6% | -1.7% | -0.9% | -1.5% |
| 6M | +6.4% | -1.2% | +7.7% | +7.3% |
| YTD | +15.5% | -0.5% | +16.0% | +15.8% |
| 1Y | +17.6% | -0.1% | +17.7% | +17.6% |
| 3Y | +75.0% | +10.5% | +64.5% | +63.4% |
| 5Y | +32.2% | +2.6% | +29.6% | +28.6% |
| All | +284.9% | +23.2% | +261.7% | +375.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 10y: compounded portfolio wealth divided by compounded VTEB 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…
10y analysis · Full analysis span regression · 6 months rolling