-49.4%
VG vs NI
+27.7%
-77.1%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.5% | +1.2% | +1.5% |
| 7D | -7.7% | +1.5% | -9.2% | -8.3% |
| 30D | -8.8% | +11.9% | -20.7% | -13.7% |
| 3M | -15.6% | +9.1% | -24.8% | -19.2% |
| 6M | +5.2% | -1.8% | +7.0% | +5.8% |
| YTD | +76.9% | +11.4% | +65.5% | +53.2% |
| 1Y | +42.5% | +6.4% | +36.1% | +29.8% |
| All | -49.4% | +27.7% | -77.1% | -65.2% |
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