+135.2%
NUMV vs VT
+208.8%
-73.5%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +0.2% | -1.6% | +1.8% | +1.8% |
| 30D | +5.3% | -2.5% | +7.8% | +7.9% |
| 3M | +0.7% | -1.3% | +2.0% | +1.9% |
| 6M | +8.7% | +3.1% | +5.6% | +4.9% |
| YTD | +15.4% | +10.9% | +4.5% | +3.3% |
| 1Y | +19.1% | +12.1% | +7.0% | +5.4% |
| 3Y | +68.7% | +73.9% | -5.2% | -5.1% |
| 5Y | +37.4% | +58.0% | -20.6% | -14.7% |
| All | +135.2% | +208.8% | -73.5% | -16.7% |
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