+419.8%
NULG vs VT
+221.7%
+198.1%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.5% | +0.5% |
| 7D | -0.7% | +0.4% | -1.2% | -1.2% |
| 30D | -2.9% | +1.0% | -3.9% | -3.9% |
| 3M | -0.7% | +2.4% | -3.0% | -3.1% |
| 6M | +18.9% | +12.0% | +6.9% | +5.0% |
| YTD | +16.0% | +15.3% | +0.7% | -0.8% |
| 1Y | +15.8% | +22.6% | -6.7% | -7.3% |
| 3Y | +78.5% | +74.7% | +3.9% | -2.2% |
| 5Y | +71.8% | +66.1% | +5.6% | +0.1% |
| All | +419.8% | +221.7% | +198.1% | +87.2% |
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