+57.9%
VT vs NI
+114.7%
-56.8%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.8% |
| 7D | +2.9% | +3.1% | -0.2% | +2.0% |
| 30D | -2.5% | +11.2% | -13.7% | -5.5% |
| 3M | -3.3% | +9.8% | -13.2% | -6.1% |
| 6M | +1.5% | -1.6% | +3.1% | +1.8% |
| YTD | +11.4% | +12.6% | -1.3% | +6.6% |
| 1Y | +11.9% | +7.8% | +4.1% | +8.7% |
| 3Y | +73.9% | +100.5% | -26.6% | +35.4% |
| 5Y | +57.9% | +114.4% | -56.5% | +18.4% |
| All | +57.9% | +114.7% | -56.8% | +18.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling