+349.1%
VT vs NI
+1,168.4%
-819.4%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.5% |
| 7D | -2.3% | -0.9% | -1.4% | -1.8% |
| 30D | -5.0% | +9.6% | -14.6% | -9.2% |
| 3M | -4.9% | +2.5% | -7.3% | -6.2% |
| 6M | -1.5% | -5.8% | +4.3% | +0.7% |
| YTD | +8.5% | +8.6% | -0.1% | +3.2% |
| 1Y | +11.4% | +6.0% | +5.4% | +7.2% |
| 3Y | +70.1% | +91.0% | -21.0% | +19.8% |
| 5Y | +53.7% | +104.8% | -51.0% | +2.1% |
| 10Y | +220.0% | +176.7% | +43.3% | +64.4% |
| All | +349.1% | +1,168.4% | -819.4% | -33.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling