+272.2%
NNI price history and return analytics
+229.8%
+42.4%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | 0.0% |
| 7D | -0.5% | -1.1% | +0.6% | +0.4% |
| 30D | +0.5% | -1.0% | +1.5% | +1.3% |
| 3M | -1.2% | +3.2% | -4.4% | -3.9% |
| 6M | -2.4% | +12.5% | -14.9% | -11.9% |
| YTD | -4.0% | +14.1% | -18.0% | -14.5% |
| 1Y | +2.6% | +18.9% | -16.3% | -11.9% |
| 3Y | +43.3% | +74.1% | -30.8% | -10.0% |
| 5Y | +67.1% | +66.9% | +0.3% | +7.5% |
| All | +272.2% | +229.8% | +42.4% | +18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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