+14.8%
NTSE vs VT
+13.0%
+1.8%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.6% | 0.0% | -1.5% |
| 7D | -0.3% | +0.4% | -0.7% | -1.0% |
| 30D | -6.5% | -2.6% | -3.9% | -2.5% |
| 3M | -5.7% | -3.2% | -2.4% | -0.4% |
| 6M | -9.0% | +0.9% | -9.9% | -9.5% |
| YTD | +15.1% | +11.3% | +3.8% | +1.2% |
| All | +14.8% | +13.0% | +1.8% | +0.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling