+377.4%
VT vs NDAQ
+1,111.5%
-734.1%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +1.8% | +0.8% |
| 7D | +0.4% | -2.4% | +2.9% | +1.5% |
| 30D | +1.0% | +2.5% | -1.5% | -0.1% |
| 3M | +2.4% | +9.9% | -7.5% | -2.3% |
| 6M | +12.0% | +9.4% | +2.6% | +6.7% |
| YTD | +15.3% | +0.4% | +14.9% | +13.3% |
| 1Y | +22.6% | +4.0% | +18.5% | +18.3% |
| 3Y | +74.7% | +94.4% | -19.7% | +27.2% |
| 5Y | +66.1% | +56.7% | +9.4% | +30.7% |
| 10Y | +225.0% | +375.3% | -150.3% | +56.1% |
| All | +377.4% | +1,111.5% | -734.1% | +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 all: 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…
all analysis · Full analysis span regression · 6 months rolling