+164.3%
NTSX vs VT
+155.6%
+8.7%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | 0.0% | +0.4% | -0.5% | -0.4% |
| 30D | -0.4% | +1.0% | -1.4% | -1.3% |
| 3M | +0.9% | +2.4% | -1.5% | -1.3% |
| 6M | +10.0% | +12.0% | -2.0% | -1.0% |
| YTD | +10.4% | +15.3% | -4.9% | -3.2% |
| 1Y | +15.9% | +22.6% | -6.7% | -4.0% |
| 3Y | +67.7% | +74.7% | -7.0% | +0.8% |
| 5Y | +48.1% | +66.1% | -18.1% | -7.2% |
| All | +164.3% | +155.6% | +8.7% | +12.2% |
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