-53.0%
NSRX vs VT
+22.6%
-75.6%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.5% | +4.4% | +4.2% |
| 7D | +1.4% | +1.0% | +0.4% | +0.8% |
| 30D | +12.3% | -0.2% | +12.5% | +12.4% |
| 3M | +33.3% | +4.5% | +28.8% | +29.7% |
| 6M | -20.2% | +14.1% | -34.2% | -24.7% |
| YTD | -57.6% | +14.8% | -72.4% | -59.3% |
| 1Y | -51.6% | +21.2% | -72.8% | -52.8% |
| All | -53.0% | +22.6% | -75.6% | -53.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling