+78.5%
NRC vs VT
+11.9%
+66.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.5% |
| 7D | +4.6% | +2.9% | +1.7% | +3.3% |
| 30D | +32.1% | -2.5% | +34.6% | +33.1% |
| 3M | +30.3% | -3.3% | +33.6% | +31.7% |
| 6M | +41.0% | +1.5% | +39.5% | +41.3% |
| YTD | +45.5% | +11.4% | +34.1% | +45.9% |
| 1Y | +78.5% | +11.9% | +66.6% | +79.1% |
| All | +78.5% | +11.9% | +66.7% | +79.1% |
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 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