+70.6%
NYAX vs VT
+93.0%
-22.4%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.2% | +3.0% | +3.1% |
| 7D | -0.7% | -2.3% | +1.6% | +0.8% |
| 30D | +2.3% | -5.0% | +7.2% | +5.4% |
| 3M | -30.2% | -4.9% | -25.3% | -28.0% |
| 6M | -35.6% | -1.5% | -34.0% | -34.7% |
| YTD | -5.8% | +8.5% | -14.3% | -9.1% |
| 1Y | +19.8% | +11.4% | +8.5% | +14.2% |
| 3Y | +146.6% | +70.1% | +76.5% | +103.6% |
| All | +70.6% | +93.0% | -22.4% | +32.8% |
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