+36.3%
NTSE price history and return analytics
+76.5%
-40.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +0.2% |
| 7D | -1.7% | -1.1% | -0.5% | -0.6% |
| 30D | +1.8% | -1.0% | +2.8% | +2.8% |
| 3M | -1.1% | +3.2% | -4.3% | -3.7% |
| 6M | +14.5% | +12.5% | +2.0% | +3.6% |
| YTD | +25.8% | +14.1% | +11.8% | +12.7% |
| 1Y | +34.8% | +18.9% | +15.9% | +16.4% |
| 3Y | +90.0% | +74.1% | +15.9% | +17.7% |
| 5Y | +36.6% | +66.9% | -30.3% | -12.7% |
| All | +36.3% | +76.5% | -40.2% | -16.3% |
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