-80.7%
NSPR vs VT
+66.2%
-146.9%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | 0.0% | +0.4% | -0.4% | -0.3% |
| 30D | +18.1% | +1.0% | +17.1% | +17.4% |
| 3M | -8.6% | +2.4% | -11.0% | -9.9% |
| 6M | -47.2% | +12.0% | -59.2% | -50.6% |
| YTD | -52.2% | +15.3% | -67.6% | -56.0% |
| 1Y | -65.2% | +22.6% | -87.7% | -68.9% |
| 3Y | -75.4% | +74.7% | -150.0% | -82.5% |
| All | -80.7% | +66.2% | -146.9% | -84.1% |
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