+50.0%
VG vs NI
+5.9%
+44.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.7% | 0.0% |
| 7D | -22.0% | -0.9% | -21.1% | -22.1% |
| 30D | -11.6% | +9.6% | -21.3% | -10.7% |
| 3M | -14.9% | +2.5% | -17.3% | -14.8% |
| 6M | -3.5% | -5.8% | +2.3% | -5.6% |
| YTD | +70.0% | +8.6% | +61.4% | +42.2% |
| 1Y | +50.0% | +6.0% | +44.0% | +30.5% |
| All | +50.0% | +5.9% | +44.0% | +30.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling