-50.8%
NSP vs VT
+57.4%
-108.2%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.6% | -3.4% | -2.7% |
| 7D | -7.1% | +0.4% | -7.5% | -7.4% |
| 30D | +1.4% | -2.6% | +4.0% | +3.1% |
| 3M | -4.8% | -3.2% | -1.6% | -2.8% |
| 6M | +56.2% | +0.9% | +55.2% | +52.8% |
| YTD | +35.2% | +11.3% | +23.9% | +20.1% |
| 1Y | +57.2% | +14.0% | +43.2% | +36.4% |
| 3Y | -47.4% | +75.8% | -123.2% | -69.9% |
| 5Y | -50.8% | +57.8% | -108.7% | -66.4% |
| All | -50.8% | +57.4% | -108.2% | -66.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling