+213.7%
VT vs NI
+174.4%
+39.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.5% |
| 7D | -2.3% | -0.9% | -1.4% | -2.0% |
| 30D | -5.0% | +9.6% | -14.6% | -7.9% |
| 3M | -4.9% | +2.5% | -7.3% | -5.8% |
| 6M | -1.5% | -5.8% | +4.3% | +0.1% |
| YTD | +8.5% | +8.6% | -0.1% | +4.8% |
| 1Y | +11.4% | +6.0% | +5.4% | +8.4% |
| 3Y | +70.1% | +91.0% | -21.0% | +32.7% |
| 5Y | +53.7% | +104.8% | -51.0% | +15.5% |
| All | +213.7% | +174.4% | +39.2% | +120.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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