+2.8%
VNOPN vs VT
+98.3%
-95.5%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.9% | +1.2% | +1.6% |
| 7D | -0.6% | -1.1% | +0.5% | -0.1% |
| 30D | 0.0% | -1.0% | +1.0% | +0.5% |
| 3M | -0.1% | +3.2% | -3.3% | -1.7% |
| 6M | +7.1% | +12.5% | -5.4% | +0.8% |
| YTD | +5.5% | +14.1% | -8.6% | -1.6% |
| 1Y | -3.5% | +18.9% | -22.4% | -11.9% |
| 3Y | +47.8% | +74.1% | -26.3% | +9.6% |
| 5Y | -9.4% | +66.9% | -76.2% | -33.3% |
| All | +2.8% | +98.3% | -95.5% | -28.1% |
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