+710.1%
VTV vs NI
+1,063.0%
-353.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.4% |
| 7D | -2.1% | -0.6% | -1.5% | -1.8% |
| 30D | -1.3% | -1.4% | +0.1% | -0.7% |
| 3M | +5.6% | -10.6% | +16.2% | +11.4% |
| 6M | +12.4% | -9.9% | +22.3% | +17.8% |
| YTD | +17.6% | +1.2% | +16.5% | +16.1% |
| 1Y | +23.5% | +4.4% | +19.1% | +19.6% |
| 3Y | +67.0% | +68.6% | -1.6% | +24.2% |
| 5Y | +80.5% | +98.0% | -17.5% | +21.2% |
| 10Y | +230.6% | +143.6% | +87.0% | +85.5% |
| All | +710.1% | +1,063.0% | -353.0% | +44.8% |
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