-65.8%
NSRX vs VT
+15.9%
-81.7%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.3% | -3.2% |
| 7D | -8.1% | -2.3% | -5.8% | -7.4% |
| 30D | -25.3% | -5.0% | -20.3% | -23.6% |
| 3M | -16.8% | -4.9% | -11.9% | -15.0% |
| 6M | -10.2% | -1.5% | -8.6% | -9.6% |
| YTD | -69.2% | +8.5% | -77.7% | -69.6% |
| 1Y | -62.6% | +11.4% | -74.0% | -63.3% |
| All | -65.8% | +15.9% | -81.7% | -65.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling