+224.6%
VT vs NDAQ
+475.0%
-250.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.5% | +1.3% |
| 7D | -0.7% | 0.0% | -0.7% | -0.7% |
| 30D | -1.7% | +16.3% | -18.1% | -8.2% |
| 3M | -2.3% | +15.8% | -18.1% | -8.7% |
| 6M | +1.5% | +24.8% | -23.3% | -8.9% |
| YTD | +12.0% | +14.1% | -2.0% | +4.0% |
| 1Y | +12.9% | +26.5% | -13.7% | -0.4% |
| 3Y | +74.9% | +119.1% | -44.2% | +16.4% |
| 5Y | +59.9% | +70.9% | -11.0% | +17.9% |
| 10Y | +224.6% | +479.7% | -255.1% | +34.8% |
| All | +224.6% | +475.0% | -250.4% | +34.8% |
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