-44.6%
VG vs NI
+29.9%
-74.4%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.5% | -1.4% | -1.1% |
| 7D | +14.0% | +4.3% | +9.7% | +11.8% |
| 30D | -1.0% | +12.4% | -13.3% | -6.5% |
| 3M | -2.7% | +10.2% | -12.9% | -7.1% |
| 6M | +1.5% | -0.8% | +2.3% | +1.7% |
| YTD | +93.7% | +13.2% | +80.5% | +66.5% |
| 1Y | +68.5% | +10.1% | +58.5% | +49.9% |
| All | -44.6% | +29.9% | -74.4% | -62.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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