+4.9%
NSIT vs VT
+75.0%
-70.1%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.2% | +1.2% |
| 7D | +3.4% | +0.4% | +3.0% | +2.9% |
| 30D | +14.8% | +1.0% | +13.8% | +13.6% |
| 3M | +35.5% | +2.4% | +33.1% | +31.8% |
| 6M | +84.7% | +12.0% | +72.7% | +62.5% |
| YTD | +97.6% | +15.3% | +82.3% | +68.4% |
| 1Y | +27.3% | +22.6% | +4.7% | +1.3% |
| All | +4.9% | +75.0% | -70.1% | -40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling