-49.3%
NOAH vs VT
+221.4%
-270.7%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.0% |
| 7D | -0.1% | +1.0% | -1.1% | -1.4% |
| 30D | -5.6% | -0.2% | -5.3% | -5.3% |
| 3M | -5.8% | +4.5% | -10.3% | -11.3% |
| 6M | -17.0% | +14.1% | -31.0% | -30.2% |
| YTD | -4.6% | +14.8% | -19.3% | -20.3% |
| 1Y | -19.4% | +21.2% | -40.6% | -37.2% |
| 3Y | -1.4% | +76.6% | -77.9% | -51.9% |
| 5Y | -66.4% | +66.6% | -133.0% | -82.0% |
| 10Y | -49.3% | +222.3% | -271.5% | -85.5% |
| All | -49.3% | +221.4% | -270.7% | -85.5% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling