+87.0%
NYAX vs VT
+105.1%
-18.2%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +2.3% | +0.4% | +1.9% | +2.1% |
| 30D | -21.9% | +1.0% | -22.8% | -22.2% |
| 3M | -23.3% | +2.4% | -25.7% | -24.2% |
| 6M | -6.5% | +12.0% | -18.5% | -11.7% |
| YTD | +3.2% | +15.3% | -12.1% | -3.9% |
| 1Y | +5.6% | +22.6% | -17.0% | -4.4% |
| 3Y | +137.1% | +74.7% | +62.5% | +90.3% |
| All | +87.0% | +105.1% | -18.2% | +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 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