+153.4%
NTSX vs VT
+140.4%
+13.0%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | -0.1% |
| 7D | -2.2% | -2.3% | +0.2% | -0.1% |
| 30D | -3.4% | -5.0% | +1.5% | +1.1% |
| 3M | -3.9% | -4.9% | +1.0% | +0.6% |
| 6M | -0.6% | -1.5% | +1.0% | +0.8% |
| YTD | +5.9% | +8.5% | -2.6% | -1.9% |
| 1Y | +7.2% | +11.4% | -4.2% | -3.0% |
| 3Y | +67.8% | +70.1% | -2.3% | +3.4% |
| 5Y | +38.3% | +53.7% | -15.4% | -7.0% |
| All | +153.4% | +140.4% | +13.0% | +13.7% |
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