+57.5%
VT vs NI
+113.9%
-56.4%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.4% |
| 7D | +2.4% | +4.3% | -2.0% | +1.1% |
| 30D | -1.5% | +12.4% | -13.9% | -4.9% |
| 3M | -4.1% | +10.2% | -14.3% | -6.9% |
| 6M | +0.6% | -0.8% | +1.4% | +0.6% |
| YTD | +11.0% | +13.2% | -2.2% | +6.2% |
| 1Y | +13.3% | +10.1% | +3.3% | +9.3% |
| 3Y | +73.4% | +103.1% | -29.7% | +34.3% |
| All | +57.5% | +113.9% | -56.4% | +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