+33.5%
NTSI vs VT
+70.4%
-36.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.3% |
| 7D | +0.1% | +2.9% | -2.8% | -2.3% |
| 30D | +1.3% | -2.5% | +3.8% | +3.4% |
| 3M | -4.3% | -3.3% | -1.0% | -1.6% |
| 6M | +1.5% | +1.5% | -0.1% | +0.1% |
| YTD | +7.0% | +11.4% | -4.3% | -2.1% |
| 1Y | +8.0% | +11.9% | -3.9% | -1.7% |
| 3Y | +58.4% | +73.9% | -15.5% | -0.5% |
| 5Y | +29.9% | +57.9% | -28.0% | -13.1% |
| All | +33.5% | +70.4% | -36.9% | -16.6% |
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 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