+213.7%
VT vs NDAQ
+475.8%
-262.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | 0.0% | +0.1% |
| 7D | -2.3% | +0.8% | -3.2% | -2.7% |
| 30D | -5.0% | +16.5% | -21.5% | -11.2% |
| 3M | -4.9% | +13.5% | -18.4% | -10.3% |
| 6M | -1.5% | +20.9% | -22.5% | -10.4% |
| YTD | +8.5% | +11.4% | -2.9% | +1.7% |
| 1Y | +11.4% | +25.9% | -14.6% | -1.6% |
| 3Y | +70.1% | +119.9% | -49.8% | +12.9% |
| 5Y | +53.7% | +61.7% | -8.0% | +16.4% |
| All | +213.7% | +475.8% | -262.1% | +31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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