+74.3%
NYAX vs VT
+98.0%
-23.7%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.6% | -0.4% | +0.7% |
| 7D | +0.3% | +0.4% | -0.1% | +0.2% |
| 30D | +6.8% | -2.6% | +9.4% | +8.5% |
| 3M | -29.5% | -3.2% | -26.2% | -28.0% |
| 6M | -32.4% | +0.9% | -33.3% | -32.4% |
| YTD | -3.7% | +11.3% | -15.1% | -8.4% |
| 1Y | +20.3% | +14.0% | +6.3% | +13.1% |
| 3Y | +155.8% | +75.8% | +80.0% | +107.8% |
| All | +74.3% | +98.0% | -23.7% | +33.7% |
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 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