+481.9%
NYT price history and return analytics
+229.8%
+252.2%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | -0.2% |
| 7D | -0.6% | -1.1% | +0.5% | +0.2% |
| 30D | +4.6% | -1.0% | +5.6% | +5.3% |
| 3M | -9.6% | +3.2% | -12.7% | -12.0% |
| 6M | -14.0% | +12.5% | -26.5% | -22.1% |
| YTD | -2.8% | +14.1% | -16.9% | -13.1% |
| 1Y | +15.6% | +18.9% | -3.3% | -0.2% |
| 3Y | +56.3% | +74.1% | -17.8% | -2.0% |
| 5Y | +39.5% | +66.9% | -27.4% | -9.7% |
| All | +481.9% | +229.8% | +252.2% | +116.1% |
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