+14.5%
NSIT vs VT
+74.1%
-59.6%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.6% | +0.9% | +0.4% |
| 7D | -1.8% | +0.4% | -2.2% | -1.6% |
| 30D | +0.1% | -2.6% | +2.7% | +3.8% |
| 3M | +9.7% | -3.2% | +12.9% | +14.5% |
| 6M | +95.4% | +0.9% | +94.5% | +94.3% |
| YTD | +101.0% | +11.3% | +89.7% | +78.5% |
| 1Y | +79.5% | +14.0% | +65.5% | +55.1% |
| 3Y | +14.5% | +75.8% | -61.3% | -34.7% |
| All | +14.5% | +74.1% | -59.6% | -34.7% |
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