+348.0%
VT vs NDAQ
+1,240.5%
-892.4%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.6% | -1.5% | -3.0% |
| 7D | -4.2% | +1.2% | -5.3% | -4.6% |
| 30D | -5.8% | +15.8% | -21.6% | -11.6% |
| 3M | -5.2% | +13.4% | -18.6% | -10.4% |
| 6M | +0.1% | +20.9% | -20.7% | -8.6% |
| YTD | +8.2% | +11.1% | -2.9% | +1.6% |
| 1Y | +10.1% | +26.5% | -16.4% | -2.3% |
| 3Y | +69.7% | +121.5% | -51.8% | +16.9% |
| 5Y | +53.4% | +61.3% | -7.9% | +19.2% |
| 10Y | +219.2% | +480.0% | -260.8% | +40.8% |
| All | +348.0% | +1,240.5% | -892.4% | +20.9% |
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