-35.7%
VG vs NI
+16.7%
-52.4%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.5% | +4.4% | +4.1% |
| 7D | +3.8% | +1.3% | +2.5% | +3.1% |
| 30D | +7.2% | -0.3% | +7.5% | +7.3% |
| 3M | +22.8% | -9.5% | +32.2% | +28.8% |
| 6M | +33.2% | -10.2% | +43.5% | +38.9% |
| YTD | +124.8% | +1.8% | +123.0% | +103.4% |
| 1Y | +15.8% | +5.7% | +10.2% | +1.2% |
| All | -35.7% | +16.7% | -52.4% | -53.8% |
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