-35.5%
NTGR vs VT
+53.4%
-88.9%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -1.1% |
| 7D | -16.5% | -2.3% | -14.1% | -13.5% |
| 30D | -18.3% | -5.0% | -13.3% | -12.5% |
| 3M | -22.3% | -4.9% | -17.4% | -16.9% |
| 6M | -26.1% | -1.5% | -24.6% | -23.9% |
| YTD | -23.0% | +8.5% | -31.5% | -29.2% |
| 1Y | -35.3% | +11.4% | -46.7% | -42.1% |
| 3Y | +45.3% | +70.1% | -24.7% | -16.4% |
| All | -35.5% | +53.4% | -88.9% | -61.5% |
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