+187.3%
NDLS vs VT
+15.2%
+172.1%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.7% | +3.8% | +4.5% |
| 7D | +7.9% | -0.3% | +8.2% | +8.0% |
| 30D | +19.5% | -1.4% | +20.9% | +20.5% |
| 3M | -12.3% | -1.4% | -10.9% | -11.5% |
| 6M | +21.9% | +5.5% | +16.5% | +20.4% |
| YTD | +175.2% | +12.8% | +162.3% | +178.0% |
| 1Y | +187.3% | +15.4% | +171.9% | +184.2% |
| All | +187.3% | +15.2% | +172.1% | +184.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling