+91.7%
NRC vs VT
+12.5%
+79.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.9% |
| 7D | +11.5% | -0.1% | +11.7% | +11.9% |
| 30D | +32.1% | -3.1% | +35.1% | +33.4% |
| 3M | +29.5% | -3.5% | +33.0% | +31.1% |
| 6M | +45.5% | +0.5% | +45.0% | +46.3% |
| YTD | +46.7% | +10.8% | +35.9% | +47.2% |
| 1Y | +91.7% | +11.9% | +79.8% | +92.8% |
| All | +91.7% | +12.5% | +79.3% | +92.8% |
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