+82.7%
NYAX vs VT
+97.5%
-14.8%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.9% | -2.0% |
| 7D | +7.1% | +2.4% | +4.8% | +5.7% |
| 30D | +14.2% | -1.5% | +15.7% | +15.4% |
| 3M | -4.6% | -4.1% | -0.4% | -2.1% |
| 6M | -25.5% | +0.6% | -26.0% | -25.3% |
| YTD | +0.9% | +11.0% | -10.1% | -3.8% |
| 1Y | +22.0% | +13.3% | +8.7% | +15.2% |
| 3Y | +168.1% | +73.4% | +94.7% | +118.8% |
| All | +82.7% | +97.5% | -14.8% | +40.4% |
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